Personal Finance

Maximizing Social Security—2018-10-18 through 2018-10-18$29—Face to FaceView Details

Thurs., 6-8:30 p.m., University Center Rm. 212. For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, manage taxes, and maximize your personal benefits. Whether you are single, married, divorced or widowed, there may be many ways to maximize the lifetime Social Security benefits you receive. Please join your host, Dennis Prout, Certified Financial Planner and Master Elite Advisor with Ed Slott and Associates for this informative financial planning class. A guest may attend with you at no additional charge. Extra workbooks are available for $6 at class.

  • Seats available: Approximately 11. This will be confirmed at checkout.
  • Location: University Center  — Maps
  • Course ID =313015939
Retirement Secrets -- Your Best is Yet to Come—2018-10-10 through 2018-10-17$69—Face to FaceView Details

2 Wed., 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 39. This will be confirmed at checkout.
  • Location: Great Lakes  — Maps
  • Course ID =313015931
RMDs - Taxes - and the Effect on Social Security—2018-11-08 through 2018-11-08$45—Face to FaceView Details

Thurs., 6-9 p.m., University Center Rm. 212. What makes age 70 1/2 so significant? Starting with the year of turning age 70 ½ you must begin taking withdrawals from your tax-deferred retirement accounts, including traditional IRAs and your 401(k). These are known as Required Minimum Distributions, or RMDs. If you are at or near retirement age, you will soon have to pay taxes on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major burden … unless you know how to protect yourself. Learn the simple strategies and new tax code and how it may affect you. Please join your host, Dennis Prout, Certified Financial Planner and Master Elite Advisor with Ed Slott and Associates for this informative financial planning class. A guest may attend with you at no additional charge.<br><br>

  • Seats available: Approximately 13. This will be confirmed at checkout.
  • Location: University Center  — Maps
  • Course ID =313015943
Women in Retirement—2018-10-16 through 2018-10-16$45—Face to FaceView Details

Tues., 6-9 pm, University Center Rm. 212. Please join your host, Heidi Thompson, Financial Planner, for a womens ONLY educational opportunity. Together we will navigate the complex world of finances by mapping out investment strategies specific to women. You will also learn how to select your professional partnerships in retirement planning and how to talk to your family about money. A guest may attend with you at no additional charge.

  • Seats available: Approximately 21. This will be confirmed at checkout.
  • Location: University Center  — Maps
  • Course ID =313015935
Retirement Secrets -- Your Best is Yet to Come—2018-10-10 through 2018-10-17$69—Face to FaceView Details

2 Wed., 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 -- &not;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 39. This will be confirmed at checkout.
  • Location: Great Lakes  — Maps
  • Course ID =313015931
Women in Retirement—2018-10-16 through 2018-10-16$45—Face to FaceView Details

Tues., 6-9 pm, University Center Rm. 212. Please join your host, Heidi Thompson, Financial Planner, for a womens ONLY educational opportunity. Together we will navigate the complex world of finances by mapping out investment strategies specific to women. You will also learn how to select your professional partnerships in retirement planning and how to talk to your family about money. A guest may attend with you at no additional charge.

  • Seats available: Approximately 21. This will be confirmed at checkout.
  • Location: University Center  — Maps
  • Course ID =313015935
Maximizing Social Security—2018-10-18 through 2018-10-18$29—Face to FaceView Details

Thurs., 6-8:30 p.m., University Center Rm. 212. For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, manage taxes, and maximize your personal benefits. Whether you are single, married, divorced or widowed, there may be many ways to maximize the lifetime Social Security benefits you receive. Please join your host, Dennis Prout, Certified Financial Planner and Master Elite Advisor with Ed Slott and Associates for this informative financial planning class. A guest may attend with you at no additional charge. Extra workbooks are available for $6 at class.

  • Seats available: Approximately 11. This will be confirmed at checkout.
  • Location: University Center  — Maps
  • Course ID =313015939
RMDs - Taxes - and the Effect on Social Security—2018-11-08 through 2018-11-08$45—Face to FaceView Details

Thurs., 6-9 p.m., University Center Rm. 212. What makes age 70 1/2 so significant? Starting with the year of turning age 70 ½ you must begin taking withdrawals from your tax-deferred retirement accounts, including traditional IRAs and your 401(k). These are known as Required Minimum Distributions, or RMDs. If you are at or near retirement age, you will soon have to pay taxes on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major burden … unless you know how to protect yourself. Learn the simple strategies and new tax code and how it may affect you. Please join your host, Dennis Prout, Certified Financial Planner and Master Elite Advisor with Ed Slott and Associates for this informative financial planning class. A guest may attend with you at no additional charge.<br><br>

  • Seats available: Approximately 13. This will be confirmed at checkout.
  • Location: University Center  — Maps
  • Course ID =313015943
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