Personal Enrichment and Lifestyle
Have you ever wanted to take a course on saving for retirement, or learning how to make a contribution to the environment? Well, these courses have been designed for you!
Savvy IRA Planning: Don't Crack Your Nest Egg
7 Deadly IRA Sins – Ignore them at your own peril! If you own an IRA, 401(k), 403(b) or other qualified retirement account you must attend this course to avoid making a fatal mistake! Most mistakes cannot be undone! One wrong move makes Uncle Sam your primary beneficiary! Avoid the most common estate planning error that can unintentionally disinherit your loved ones. Learn the rules you must know before converting to a Roth. Make informed decisions, prevent costly mistakes and get the maximum benefit from your retirement savings by educating yourself.
|09/03/15 - 09/10/15||Thursdays||6:00 pm - 8:00 pm|
Savvy Social Security Planning for Baby Boomers
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. This informative course covers what you need to know about Social Security and reveals strategies for maximizing your benefits.
Please note: The May 12 session of this course has filled to capacity. Another session will be held May 19, 2015.
|05/19/15 - 05/19/15||Tuesday||6:00 pm - 8:00 pm|
|05/26/15 - 05/26/15||Tuesday||6:00 pm - 8:00 pm|
Financial Survival for Retirement
If you are either retired or getting close to retiring, this course teaches you fundamental principles to ensure your money lasts. Learn how to better manage and control your investments, basic tax reduction strategies and how to plan for the threat of health care catastrophe. Learn how to develop an income plan that can provide income security for life, how to protect your life's savings from investment mistakes and how to reduce taxes on IRA/401K distributions.
|09/22/15 - 09/29/15||Tuesdays||6:00 pm - 8:00 pm|