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Still to come this fall are three informative financial programs geared for those close to or already in retirement.
Recently added to the schedule, Paul Tramontozzi returns to lead Life After Work: How to Prepare a Good Life in Retirement (Course 12887) in person on Thursday evening, October 17, 2024. Develop a retirement income action plan by finding out how to determine how much income you will need in retirement and learning about the primary retirement income sources, withdrawal strategies, and tax implications.
The following week, on Wedneday, October 23, 2024, James Farnham offers an online evening class entitled Investing at Retirement (Course 12834). Gain insights into investment strategies for retirement income in order to make the most of your next egg and financial resources. Class will cover retirement income planning, investment fundamentals, tax-advantaged investing, and investment strategies for retirees. Acquire the knowledge needed to assess and set realistic financial and lifestyle goals, build a diversified portfolio while managing market volatility, maximize returns while minimizing taxes, and construct a well-balanced retirement portfolio that aligns with their financial objectives and risk tolerance.
Before Thanksgiving, attend How Tax Planning Changes Through Four Stages of Retirement (Course 12886) with instructor Tramontozzi on Tuesday evening, November 12, 2024, in person. Learn the critical tax questions to answer before retirement, surprises that often make retirement more expensive, four stages of retirement and important tax actions in each stage, and mistakes to avoid when it comes to investments, health care, and estate planning.
Register now to path your chart to a financially sound retirement.
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