Personal Growth >> Retirement Planning

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Retirement Planning
 
 
Did you know that your ‘Estate’ consists of everything of value - cash, clothes, cars, real estate, investment and retirement accounts, pensions, etc. - accumulated throughout your lifetime? Join us for this informative, interactive class to learn how to preserve and manage your assets while you still can, and then transfer it to your loved ones after you pass away. This process involves weighing various personal and financial decisions and creating legal arrangements to carry out those decisions. We will discuss how to properly receive an inheritance as well as how to give one, strategies to avoid expensive delays and legal challenges and intelligent distribution of assets, charitable giving. Wills, trusts, asset protection, probate and family businesses will also be discussed.

1 session

Start date: 06/24/17

End date: 06/24/17

Weekly - Sat 9:30 AM - 12:00 PM (6/24/2017-6/24/2017)

Tuition: $39.00

Materials Fee: $5.00

Room :  Community Education Room 7



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The average retiree leaves tens of thousands of dollars ‘on the table’ simply because they don’t understand how to optimize their Social Security benefits… Don’t be one of them! Join us for this informative and easy to understand class where we explore the ways in which you can maximize your social security income benefit. The class is designed to assist those who have not but will soon begin receiving their Social Security retirement benefits or those who have begun their payments within the last year.

1 session

Start date: 06/24/17

End date: 06/24/17

Weekly - Sat 12:30 PM - 3:00 PM (6/24/2017-6/24/2017)

Tuition: $35.00

Materials Fee: $5.00

Room :  Community Education Room 7



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