Online Registration

Make the Plan - Passport to Retirement

Dates: October 14-21, 2023

Meets: Two Saturdays from 9 AM to 12 N

Location: Instructional Planning Center

1-2 Guests, 1 workbook: $65.00

There are still openings remaining at this time.


We spend most of our adult lives coping with financial issues, yet we receive virtually no formal education - from elementary school through college - to help us make wise investment decisions, prepare for retirement, and overcome other financial challenges.
Many people get an education to learn a career - and in turn to make money. This course will explain how to make your money work harder for you.

This course is designed to help you:
1. Steer Clear of Roadblocks
You'll learn about common roadblocks to planning for a comfortable retirement - such as market downturns, taxes, inflation, lack of understanding of the financial markets, the burden of taxes, inadequate planning, and failure to take action - and how to help overcome them.
2. Acquire Sound Information
Sound information about effective financial strategies will give you the background and perspective you need to make more informed retirement decisions. You'll be more confident and decisive about what you want and the options you have.
3. Focus on Your Goals
This course is designed to lead you step-by-step through the retirement planning process. You'll learn how to formulate realistic goals based on your individual retirement needs, risk tolerance, and length of time to retirement.
4. Take Action
Procrastination is the biggest reason why people fall short of achieving retirement goals. After completing this course, you'll be ready to start taking steps immediately to help improve your overall retirement picture.

*Class Includes one 135 pg workbook for up to two guests (shared finances). Choose the option for 2nd workbook if you are bringing two guests and each need a workbook (separate finances)

Fee: $65.00

Fee Breakdown

Course Fee (Basic)1-2 Guests, 1 workbook$ 65.00
Course Fee (Alternate)2 guests, 2 workbooks$ 89.00

Instructional Planning Center


William Perry

Bill has been serving clients as a Financial Advisor since 2004. He believes the best financial advice comes from a comprehensive understanding of his clients’ needs. He thoroughly enjoys working with people from all stages of life. When meeting with individuals and families, Bill finds it very fulfilling to guide them toward forming good financial habits and building a strong foundation for the future. However, many of Bill’s clients are preparing for or already living in retirement. He helps them utilize and manage their funds appropriately. This has been an appreciated segment of his business, bringing his clients great peace of mind.

Bill has been teaching classes on preparing for Retirement through Community Education since 2015. He is also a Level Two archery instructor and enjoys volunteering his time teaching archery to individuals through the adaptive sports program. He is actively involved as a leader at his church. Bill’s wife, Anna, is the owner of Gentle Wellness Strategies, LLC and together they have two daughters participating in the Spanish immersion program in the Sioux Falls School District. He is an avid reader, enjoying camping, hiking and cooking over an open flame.


Date Day Time Location
10/14/2023Saturday9 AM to 12 N Instructional Planning Center
10/21/2023Saturday9 AM to 12 N Instructional Planning Center


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