Retirement Wealth Institute

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Get MORE Retirement®

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A Common Sense Course for Retirement Planning
Classroom Instruction for Adults Ages 50-75

Retirement planning and fundamentals are substantially different now from those in the past. Consumers are looking for knowledge and techniques to prepare for what’s ahead; this course will give you what you need to get on the path toward a more successful retirement.

ABOUT THE COURSE

Your Common Sense Beginning

  • Why you need to be more involved in the planning process
  • Simple steps to simplifying your money

Intelligent Management and Planning

  • Whose money is it?
  • Getting in touch with your “pile of cash”

Intelligent Risk Management

  • Understanding the types and opportunities of risk
  • Is your portfolio truly diversified?

Intelligent Tax Management

  • Taxes are one of the biggest retirement expenses
  • How to avoid overlooking or ignoring the greatest opportunities

Intelligent Income Management

  • The impact of inflation
  • Managing your Social Security strategy

Intelligent Beneficiary Management

  • Maximizing the benefits for your beneficiaries
  • Important documents

Meet Your Instructor

Bruce Smith

Bruce J. Smith III, President and Founder of the WealthKare Investment Center, is one of America’s leading advisors on retirement income planning and strategies. He is the former vice chairman of Investors Capital, a national investment firm, and has served on a variety of insurance and investment industry boards, providing his unique insight on retirement benefits planning.

With over 30 years of consulting experience, Bruce is recognized as one of the top “Financial Educators” in the industry. He has always made a strong commitment to increasing consumer financial literacy by teaching financial concepts in a useful and easy-to-understand manner. With a clearer understanding of today’s financial issues, retirees and soon-to-be retirees can make better-informed choices and help maximize their lifetime retirement benefits.

Bruce serves on the advisory board for the National Financial Educators Council, is a Certified Financial Education Instructor, and founded the Retirement Wealth Institute. Bruce is also a member of the National Ethics Association. He hosts the popular Get MORE Retirement® Radio program and has been profiled in Forbes, Money, Fortune, and Bloomberg Businessweek magazines. WealthKare is a long-standing A+ accredited business with the Better Business Bureau.

Upcoming Courses

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Contact Us

Classroom Location:

Pennsylvania State University
The Penn Stater Hotel and Conference Center
215 Innovation Blvd
State College, PA 16803

Classroom Location:

The Conference Center at Central Pennsylvania College
600 Valley Rd
Summerdale, PA 17093

Classroom Location:

Blair County Convention Center
Room 207/208
1 Convention Center Dr
Altoona, PA 16602

Office Location:

1402 South Atherton Street
Suite 104
State College, PA 16801

P: 888-888-2701