617-730-2700 | 617-730-2674 (F) bacep@psbma.org
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Course Catalog > Computers, Finance, & Private Instruction > Life and Career Skills

Retirement Best Practices   

This course will give you tools and strategies for mitigating the biggest risks in retirement: Inflation, Longevity, Sequence of Return, Withdrawal Rate and Investment Risks.
The course will review the importance of a written retirement income plan, a solid estate plan, navigating Social Security and Medicare options, Tax minimization strategies, and the importance of a hierarchy of distribution from retirement plans.  The topics of elder care planning both for the recipient of the care as well as the caregivers will be addressed.  Take the worry out of your golden years when it comes to your finances with these strategies and best retirement practices.

 

Retirement Best Practices  

Instructor: Amy Lampert Day of the Week: Tu
Dates: 3/28/2023 - 3/28/2023 Number of Sessions: 1
Time: 6:00 PM - 8:00 PM Tuition: $50.00
Location: Online Course,   Room: Online Course, , MA

 

 

Classes will not be in session

Monday, January 16, 2023 (Martin Luther King Jr. Day)

Monday – Saturday, February 20-24, 2023 (February Vacation)

Friday, April 7, 2023 (Good Friday)

Monday – Saturday, April 17-21, 2023 (April Vacation)

Monday, May 29, 2023 (Memorial Day)

Monday, June 19, 2023 (Juneteenth)

Contact Us

Administrative Office: Baldwin School, 484 Heath Street, Chestnut Hill, MA 02467
Brookline High School (Evenings and Saturday): 115 Greenough Street, Brookline, MA 02445
Mailing Address: P.O. Box 150, Brookline, MA 02446
Email: bacep@psbma.org
Telephone: 617-730-2700
Fax: 617-730-2674

Hours & Locations

Baldwin School, 484 Heath Street,
Chestnut Hill, MA 02467

– Monday-Friday: 8:30am – 4:30 pm
Brookline High
– Monday-Thursday: 4:30pm – 9:30pm and
Saturday: 8:30am – 2:00pm
Please note: hours may change during the summer and holiday/vacation weeks.

Click here for maps and further information for all BA&CE locations.

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