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Continuing Education: Financial Strategies for Successful Retirement

Location: 
Other
Cost: 
$119.00
Contact: 
wsh-ce@uwc.edu
Dates: 
Thu, Sep 7, 2017, 6:00 pm to 8:00 pm
Thu, Sep 14, 2017, 6:00 pm to 8:00 pm
Thu, Sep 21, 2017, 6:00 pm to 8:00 pm
Description 

Learn how to make informed decisions about your future, set realistic goals, properly allocate assets, minimize the impact of taxes and inflation, control health care costs, and plan for the transfer of your estate. If you are over the age of 55, this course is a must! This three-week class includes a 235-page illustrated textbook with a comprehensive retirement plan to implement at no additional cost. Dan has invited qualified speakers to cover course topics such as ROTH IRAs and ROTH IRA Conversions. On the last night of the class, an estate planning attorney will present the section on wills, trusts, and probate. Couples are invited to attend for one fee.