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Retirement Planning Made Simple

Tuesday March 15, 2022
6:30 PM until 8:30 PM


Retirement Planning Made Simple – A CCAC Adult Education Class at Jefferson Hills Library

This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those preparing to retire.

Tuition is $49 (Couples can attend for the price of one)

Register on-line at https://shopcommunityed.ccac.edu/ Or call 412-788-7546

WHAT WE WILL COVER:

  • Reasons Retirees Commonly Run Out of Money
  • Rising Health Care Costs in Retirement
  • Optimal Asset Allocation in Retirement
  • When To Consider Taking Social Security
  • When To Do a Roth Conversion
  • Asset Preservation in Retirement
  • Tax Reduction and Legacy Planning
  • How to Develop an Income Plan and Account for Inflation
  • Sequence of Returns Risk/Retiring Into a Bad Marke

Course materials included:  Course Workbook; Personal Wealth Index Analysis; Your Retirement Journey Workbook; Estate Planning Family Reference Guide Workbook

For additional questions contact: Tammy Badstibner, Synergy Group, 412-673-7760 ext. 412. tbadstibner@synergygroupinc.com   

 


Location: Community Room in Municipal Building
Click here to go to the Jefferson Hills Library calendar.


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This page last updated : EK/TK MAP2 2021.08.24 - 1:20 PM
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