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Retirement Answers 101


Adult / Professional & Life Skills / Money & Business -
Adult Winter/Spring 2024

This in-depth Retirement Education course is designed to prepare you for a successful retirement. You will learn how to manage investment risks, use tax laws to your advantage, understand cash-flow planning for retirement in addition to managing healthcare, long-term care, company retirement plans, estate planning and much more. The course is taught by a Certified Financial Educator and Retirement Specialist using live case studies, class participation and interactive exercises.

Your spouse/guest is welcome to attend with you and is included in your registration. One set of course materials will be provided.

Terri Collymore

Terri Collymore founded More Advisory Group over 20 years ago as a specialty wealth management firm specifically dedicated to the unique financial issues facing pre-retirees and those already in retirement.

As an independent fee-based financial planning firm, More Advisory Group and

Ms. Collymore provide comprehensive, goal-based investment advice and planning solutions designed to maximize income, create income streams, guarantee income and minimize risk for her clients.

With a background in Financial Services encompassing Wealth Management, Income Planning, Social Security Planning, Long Term Care and Annuity Planning she is able to address her clients retirement needs in a holistic manner ensuring that they will be able to meet their comprehensive needs over the full lifespan of retirement.

Ms. Collymore holds a Series 65 Securities License and is a Fiduciary. In addition, she holds a Life/Health Insurance License and has earned the CFEd®, Certified Financial Educator designation which provides her with specialized knowledge regarding Adult Learning, Financial Literacy and the Retirement Needs and Concerns of the Age 50+ Investor.

Ms. Collymore’s past ventures have been featured in SUCCESS Magazine and Twin Cities Business Monthly. She has served on numerous non-profit boards and advisory groups. Some of those institutions include the Society For Financial Awareness, National Care Planning Council, National Association of Insurance & Financial Advisors, Junior Achievement, Leadership Broward (FL), Rebuilding Together, Women’s Way, United Way and the American Red Cross.

She enjoys cooking, entertaining, independent films, Labradoodles and spending time with friends and family in the beautiful state of Minnesota.

Investment advisory services offered through Brookstone Wealth Advisor’s, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and More Advisory Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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AW24-92023149

  Terri Collymore


Eisenhower - Eisenhower Community Center : 207 Conf.Rm.CC
Sat May 4 & Sat May 11
9:00 AM - 12:00 PM

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Price: $ 49 00