??People dream of retirement but often find the reality pretty complicated – even scary. This course aims to help those considering, entering, or in the early stages of retirement. We’ll address questions like “How will my health insurance needs change when I retire and how do I handle that?” “How do I make the best use of Social Security and personal insurance options?” “Should I change my investment strategy once I’m no longer working?” “Have I put enough away to retire and how will taxes affect me in retirement?” “What about my heirs? What kind of estate planning makes sense?”
This interactive five-week course will be tailored to individual circumstances. You will learn to answer the big questions: “How much is enough?” and “When can I confidently retire?”
We’ll cover how to best review and manage your own assets, go over some of the common pitfalls that snag individual investors, and how best to avoid them.
We’ll use real world examples to help address and analyze these and other questions. Class participation and discussion are strongly encouraged.