Date/Time
Date(s) - 02/21/2023
6:00 pm - 8:30 pm
Location
Mott Community College - Fenton Campus
Categories
THIS CLASS IS NOW FULL
Please consider registering for this same class, offered at the same location, and same time
Class Date – Thursday – 2/23/23
To Register – Click Here
Retirement 101
In Person Course
Course Code: RKSMCC223
A FREE CLASSROOM COURSE TEACHING THE FOUNDATIONS FOR A SOUND RETIREMENT
Retirement 101
In Person Course
Course Code: RKSMCC221
THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.
Register Early – Space is Limited
To Register –
Register on-line now! or
Register by phone at 866-828-2295 (lines open 24/7)
RETIREMENT 101
This comprehensive retirement course is being offered free of charge as a community service for those in the early stages of retirement and for those about to retire. This course addresses difficult retirement topics such as Retirement Income and Retirement Tax Planning, Social Security Maximization Strategies, Long Term Care, Legacy Planning and the pitfalls to avoid throughout the retirement years.
You will receive financial tools to help you better understand risk, taxes, budgeting and estate planning.
Chapters Covered:
- Income Planning
- Social Security
- Pensions
- Efficient Withdrawal Strategies
- Learn about the SECURE Act and how to coordinate taxable, tax-deferred, and tax-free investments.
- Financial Concerns
- COVID 19 has changed the market, what now?
- How to help protect your profits from a volatile market
- Preparing for inflation and taxes
- Understanding the differences between advisors
- Running out of money and strategies to help
- Preparing for the Unexpected
- How to determine your worst-case scenario: Survivorship Planning
- Planning for longevity
- Health Care planning
Why Now?
- Recent changes in the Tax Laws have created new opportunities.
- Global market instability and volatility necessitate action.
- Recent research indicates a different approach to retirement planning could be beneficial.
- You only get one shot at retirement – Make it count.
Who Should Attend?
- Individuals and couples between the ages of 50 and 70
- Those concerned about our financial markets & wanting to prepare for the next recession
- Investors looking for other perspectives or ideas
- Baby Boomers looking for guidance based on recent academic research
BONUS SUBJECTS:
- SECURE ACT
- Biden’s Tax Plan Impact
Course Materials Will Be Provided for Anyone Who Brings 3 Items of Non-Perishable Goods for the Local Food Pantry
Bookings
Bookings are closed for this event.