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 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 $30.00 is
payable to instructor first night of class.

Material Fee of $30.00 is payable to instructor first night of class.

Financial Strategies for Successful Retirement (0034)
Sessions:  3 Dates:  3/15/2010 to 3/29/2010 Meeting Time:  Monday  6:30 PM - 8:30 PM Instructor:  Steven Jacques Fees:  $35.00   (Class Fee) Discount: 10% Senior Discount

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