Free Retirement Class @ Hale Senior Activity Center

Taxes and Retirement Class


Hale Senior Activity Center

Room: Classroom A

330 Douglas Ave,

Dunedin, FL 34698


Thursday, October 20th


Thursday, October 27th


Who is National Retirement Academy designed for...

  •  Individuals who are recently retired or retiring in the next 15 years
  • Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
  • ​ Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
  • ​ Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
  • ​Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
  • ​Understand the difference between fiduciary and non-fiduciary advice
  • ​Learn how to Optimize your Social Security around your assets and pension
  • ​How to create a bucket plan strategy with your investments
  • ​Why ROTH conversions and TCJA could impact your retirement

National Retirement Academy is a coalition of experienced financial executives throughout the U.S. that are passionate about educating pre and post retirees.

Traditional retirement “planning” consists of a stack of statements, a diversified pie chart, and social security benefits. This course will teach you how to create your own 21st Century Retirement Plan.

The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date retirement education.

National Retirement Academy was created because of that lack of proper financial education on all areas of retirement. 

Free Course Tuition and Workbook

National Retirement Academy is delivered in a classroom style format in 2 ½ hours or less and comes with a workbook and class materials.

National Retirement Academy instructors are licensed and trained financial professionals. 

National Retirement Academy does not promote or endorse any specific product or company, and no selling is allowed. National Retirement Academy is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice. 

Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.

Hosted by Chris Baldino, an Investment Advisor Representative for Florida Estate & Retirement. This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.

 "The best investment you can make, is an investment in yourself...

The more you learn, the more you'll earn"

- Warren Buffett