Date/Time
Date(s) - 03/23/2023
6:00 pm - 8:30 pm
Location
Oakland Community College - Auburn Hills Campus - Room F120
Categories
A FREE CLASSROOM COURSE TEACHING THE FOUNDATIONS FOR A SOUND RETIREMENT
Retirement 101
In Person Course
Course Code: RKSOCC323
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
Recent academic research indicates that a fundamental shift in retirement planning for the Baby Boomer Generation could be necessary.
This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses some of the common tax pitfalls today’s retiree faces.
You will receive financial tools to help you better understand risk, taxes, 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
- What happens after you’re gone?
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.