Retirement Planning Today

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An Educational Course for Adults


  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Our course contains something for everyone.

We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

The $49.00 tuition includes:                             

  • 6 hour course (two 3 hour sessions)
  • Registration fee covers you plus one guest
  • 2 textbooks, providing examples and illustration that is yours to keep
  • Optional one-on-one consultation

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cloud Investments and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cloud Investments a Registered Investment Advisor with the SEC. Insurance products and services are offered through Cloud Financial, an affiliated company. Cloud Investments and Cloud Financial are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Alabama or where otherwise legally permitted. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The views, opinions, materials, and information presented in this course are solely those of the presenter/company represented and do not represent those of The University of Alabama in Huntsville. The University of Alabama in Huntsville is neither sponsoring nor affiliated with this event.

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