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Financial Planning for Success and Significance in Retirement   

Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life. Designed for people from age fifty to sixty-five, this course covers how to handle investments; set safe spending rates; navigate retirement benefits, health care, and Social Security; organize estate planning; and manage generational financial planning. By the end of the course, participants will have developed an effective action plan to achieve their life goals. 

 

Financial Planning for Success and Significance in Retirement (LIFE007)   ONLINE ONLY 

Instructor:  David Marotta

Day of the Week: Th, Times: 12:00 PM - 1:00 PM.

Dates: 3/10/2022 - 3/31/2022  This is correct. The printed catalog is incorrect.

Sessions: 4   

Fee: $44.00

Limit (we do monitor enrollment and when possible may add seats): 24 

Course Description: 

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  • -Enrolled members will receive an enrollment reminder with the link: a week before the first class and again before each class in this course. Registration for this course will close the day before it begins to ensure all enrolled members receive the link. 

  • *Our online classes are not recorded due to copyright and privacy regulations. 

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