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Retirement 101----You Won't Believe 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 go through the process to identify retirement needs and develop strategies to prepare for and live the retirement life you want. We'll discuss tradeoffs 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. Regardless of where you are financially, what age you are, or where you are in your retirement planning/living, you need to seriously address your retirement income longevity. (It helps to take the "Investing Foundations --Investments in Plain English" prior to taking this course, but it is not required).

Please note: this course requires membership in Silver Frogs Membership Fall 2019

Number of Seat(s) Available: There are 6 openings remaining at this time.

Dates:October 10-31, 2019
Meets:Th from 3:00 PM to 4:30 PM, 4 sessions
Instructor:Angela Tacco
Fee: $0.00Fee Breakdown