Retirement University is an all-inclusive, three-session course on Strategic Retirement Preparation.
Register for one, two or all three classes. Registration begins September 30 at 9 am.
Retirement is getting closer - are you ready? Discover everything you need in order to retire responsibly. You will learn advanced social security income planning strategies, tax saving strategies and how you and your family can save thousands of dollars. Explore Dollar Cost Averaging vs Dollar Cost Ravaging and develop a comprehensive understanding in Sequence of Return Risk. Discuss Medicare coverage, long-term care, legacy planning, and wills and trusts.
October 14, Part one: Financial Pitfalls and Tax Saving Strategies
October 21, Part two: Medicare, LTC and SS Planning
October 28, Part three: Estate/Legacy Planning- Charitable Giving
Presented in partnership with the Foundation for Financial Education