Retirement University

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.

Event Details

Retirement is approaching! In this class from Bernie Wrezinski of the Institute for Financial Education will look closer at the impact of recent tax and retirement rule changes and help you become familiar with social security income planning strategies, taking your current expenses and income stream into consideration.  Get an introductory look at tax efficient legacy planning and wills and trusts. Leave with more knowledge and confidence about your retirement security.

This class is being offered June 19th and June 20th. Content on both dates will be the same and participants only need to attend one session.

Registration required and space is limited.