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Retirement 101: You Don't Know What You Don't Know!

Course Description

This class will help guide you along the path to -and through-retirement. Retirement is probably one of the most important financial goals you'll ever have and there's a lot to know and do well before you get close. We'll identify retirement needs and develop strategies to prepare for and live the retirement life you want. We'll discuss trade offs between risk and return, portfolio transition and the different tax treatments of specific investments and account types. Discussions on social security, Medicare, life insurance and estate planning will also be included. Whether you are already retired or if you are still working, this class is for you. Recommended Prerequisite: Investing Foundations: Investments in Plain English, however, it is not required

Number of Seat(s) Available: There are 11 openings remaining at this time.

Code:17FFM30
Dates:October 16 - November 13, 2017
Meets:M from 5:30 PM to 6:30 PM, 5 sessions
Hours:5.00
Instructor:Angela Tacco
Fee: $77.00Fee Breakdown
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Cancellations & Refund Policy To cancel a registration, please contact TCU Extended Education at 817-257-7132 or lifelong@tcu.edu Unless otherwise indicated, course registrations cancelled more than one week in advance of the start of the class will be refunded 100%, less a $25.00 administrative fee. Course registrations cancelled one week or less in advance of the start of the class will not be refunded, but fees, less a $25.00 administrative fee, can be applied to another class within one year. Courses cancelled by TCU will be refunded 100%.