Classes

Rejuvenate Your Retirement

An educational course for retirees.

Thursdays
Dates to be announced!

Making sure you don’t outlive your nest egg is one of the most important worries in post-retirement planning!

Learn how to:

  • Identify the primary threats to your retirement savings
  • Plan your retirement income to preserve a comfortable lifestyle
  • Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning
  • Align your investments with your attitudes, risk tolerance and objectives
  • Apply strategies designed to increase Social Security retirement benefits
  • Calculate whether you should convert your IRA to a Roth IRA
  • Maximize tax efficiency of withdrawals from mutual funds and IRAs Evaluate and plan for health care, long-term care, incapacity and end of life decisions

Registration Fee: $39 (advance registration is required)

Call us today to register!