Chart Your Course To Retirement Workshop

Phillip wrote the Chart Your Course To Retirement workshop in 2012 with the goal of making an impact on people's lives: 

“I wanted people to walk out of my class and be able to take action immediately to improve their financial lives. It doesn't do any good to dump a bunch of dry, technical information onto people and expect them to make use of it.  So I developed a fun, down-to-earth class that includes a chart that helps class participants determine their readiness for retirement and what they can do to help them get there.”

The course consists of two three-hour sessions (6 hours total) taught once a week over two consecutive weeks.  In addition to walking you through your customized Retirement Navigation Chart to assess your readiness for retirement, other topics covered include:

  • Understanding Your 401(k) and IRA
  • Social Security
  • Medicare and Other Insurance
  • Behavioral Economics
  • Investing
  • Estate Planning

The course is offered twice a year in the Spring and the Fall.  We offer a weekday evening option or a Saturday morning option, and meet in a classroom in the Sherrill Center/Kimmel Arena at UNCA.  The only requirement to attend this course is to register with Cheryl so seating can be planned accordingly.

Our next series of classes will be offered in the Spring of 2020.  Specific dates have not yet been set but will be posted as soon as they are available.  Please check back!

For more information, feel free to call or email Cheryl Smelser at 828-221-2082 or