Financial Strategies for Successful Retirement
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With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are important to people near retirement. Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make appropriate health care decisions, especially who will provide care, where you will live and how you will pay for your health care. We will explore some options that allow you to transfer assets to other generations of your family. By condensing up-to-date financial information into three classroom sessions, this seminar gives you answers you need.
An optional financial planning consultation is provided after the class. You may bring your spouse at no extra cost. Material fee of $30 is payable to instructor first night of class.
| Financial Strategies for Successful Retirement (0017) |
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| Sessions: | 3 |
| Dates: | 10/29/2018 to 11/12/2018 |
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| Location: |
Trumbull High School Room C-2
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| Instructor: | Steven Jacques |
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| Fees: |
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