Skip to main content

Financial Planning

Retirement Secrets -- Your Best is Yet to Come (Face to Face)— 2021-11-10 through  2021-11-17$69— Face to FaceView Details

2 Wed., Nov. 10 and 17, 6-9 p.m., Great Lakes Campus, Rm. 101. Nearing retirement? Already retired? Many things can threaten your ability to outlive your assets and retire well -- the big three being healthcare, inflation and income taxes. Learn to navigate the critical issues that a retiree must deal with. You will learn how to plan for a predictable and sustainable income, minimize taxes on your IRAs, maximize social security benefits, and avoid estate planning mistakes. We will also discuss long-term care concerns and what investments are appropriate in different situations. Materials provided. Your spouse or guest attends free.

  • Seats available: Approximately 20. This will be confirmed at checkout.
  • Location: Great Lakes  —  Maps
  • Course ID = 424563283
Retirement Secrets -- Your Best is Yet to Come (Face to Face)— 2021-11-10 through  2021-11-17$69— Face to FaceView Details

2 Wed., Nov. 10 and 17, 6-9 p.m., Great Lakes Campus, Rm. 101. Nearing retirement? Already retired? Many things can threaten your ability to outlive your assets and retire well -- the big three being healthcare, inflation and income taxes. Learn to navigate the critical issues that a retiree must deal with. You will learn how to plan for a predictable and sustainable income, minimize taxes on your IRAs, maximize social security benefits, and avoid estate planning mistakes. We will also discuss long-term care concerns and what investments are appropriate in different situations. Materials provided. Your spouse or guest attends free.

  • Seats available: Approximately 20. This will be confirmed at checkout.
  • Location: Great Lakes  —  Maps
  • Course ID = 424563283