Logo for: Wallingford Adult Education

Financial Strategies for Successful Retirement MM05

10 Seats Available

Financial Strategies for Successful Retirement

Sessions:

3

Dates:

10/19/2022 to 11/2/2022

Location: Instructor:
  • Steven Jacques

Meeting Times

  • Wednesday 6:30 PM - 8:30 PM

Description

This educational class covers important money management concepts that are important to people near retirement:

  • In-depth review of the various types of investment options and their respective costs
  • How annuities work
  • Social security benefit timing and taxation
  • The Connecticut Partnership for Long Term Care
  • Tax-free investment options and how to transfer to future generations
  • Estate planning techniques to transfer assets directly to your beneficiaries and minimize what passes through probate

Additional Notes

A workbook (optional) that covers the entire course will be available at a cost of $30 (cash) payable to the instructor on the first night of class.

Fees

  • Class Fee $25.00
Total: $25.00

Download Registration Form