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Welcome to Lifelong Learning at Wofford Fall 2025 Classes and Events will be posted July 25. Registration begins July 25 for Annual Memberships and Clubs. Registration forFall term classes and eventsbegins August 5 for Annual Members and August 7 for non-members. Registration Help Guide > Class Offerings > Finance/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.

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