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> Courses > Charlottesville Session A Courses > Thursday A Courses

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 50 to 65, 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.

Suggested Reading: Anthony, Mitch. The New Retirementality: Planning Your Life and Living Your Dreams - at Any Age You Want, 2008. Freedman, Marc. Encore: Finding Work that Matters in the Second Half of Life, 2008.


  • Financial Planning for Success and Significance in Retirement (LIFE007) 

  • Instructor: David Marotta

  • Sessions: 3      Dates: 3/19/2020 - 4/2/2020  

  • Times: 11:00 AM - 12:30 PM

         Days: Th

  • Course Location: Homewood Suites - Albemarle Room

  • Location Address: 2036 India Road Charlottesville, VA 22901

  • Fee: $33.00      

  • Course Description: 

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