Financial Awareness Academy

Primary tabs

Program Type:

In-Person

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Program Description

Event Details

Bernie Wrezinski of the Institute for Financial Education will discuss stretch IRAs and RMDs and the benefits of having an “Exit Strategy”.  Additionally, this class will explore Long-Term Care Considerations and tools on preparing for a secure retirement in an ever-changing economy and will take a look closer at the impact of recent tax and retirement rule changes, social security income and long term care planning.

The events on November 21 & November 28 are identical and participants only need to attend one session.

Registration is required and space is limited.