Sign In  |  View Cart  |    |  Help  |  
 
Print Course information
Email to a friend
Return to Course Catalog

Welcome to Lifelong Learning at Wofford Online registration for the summer term begins May 3 at 10 a.m. Summer term events and classes run between May 25 and June 30, 2022. > Review Courses > Finance and Economics

Retirement Wealth Management   

In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and IRAs. Risk management ideas include ways to pre-fund long-term care. Estate planning ideas include ways to minimize probate fees and other estate settlement costs. Please note: this class is not designed for beginners.

 

  • Retirement Wealth Management
  • Fee: $21.00
    Dates: 6/8/2022 - 6/29/2022
    Times: 10:00 AM - 11:30 AM
    Days: W,  Sessions: 4
    Max Enrollment: 10
    Building: Central Methodist Church
    Room: Garrett
    Instructor: Robby Flink

    In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and IRAs. Risk management ideas include ways to pre-fund long-term care. Estate planning ideas include ways to minimize probate fees and other estate settlement costs. Please note: this class is not designed for beginners.