ID : 4392   
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With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are important to people at or near retirement. Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make appropriate health care decisions, especially who will provide care, where you will live and how you will pay for your health care. We will also explore some options that allow you to transfer assets to other generations of your family. A “hear it, see it, read it, write it” teaching method makes it easy for you to understand and remember the practical information. The class is taught by financial professionals; however, no products or investments will be promoted or offered. Searching through magazines, newspapers, and the Internet for financial information can be frustrating. If you eventually track down the facts you need, they don't always tell you how your taxes and investments will be affected. By condensing up-to-date financial information into three classroom sessions, the Financial Strategies for Successful Retirement Seminar gives you the answers you need. An optional financial planning consultation is provided after the class. A $30 materials fee is payable to the instructor at the first class. You may bring your spouse at no extra cost..

Class Details

3 Sessions
Weekly - Tue


Steven Jacques 

Please read: A $30 materials fee is payable to the instructor at the first class



Registration Closes On
Tuesday, March 28, 2017 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
3/14/2017 - 3/28/2017 Weekly - Tue 6:30 PM - 8:30 PM Fairfield, LUDLOWE MIDDLE SCHOOL (RLMS)  Map Steven Jacques 

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