*Abbreviations under the "Available" column: A = Available // NA = Not Available // R = Previously Registered // WL = Currently on the Wait List

Financial Planning for Success and Significance in Retirement

Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life. Designed for people from age 50 to 65, this course covers how to handle investments; set safe spending rates; navigate retirement benefits, health care, and Social Security; organize estate planning; and manage generational financial planning. By the end of the course, participants will have developed an effective action plan to achieve their life goals.

Instructor Bio:

David John Marotta, CFP®, AIF®, AAMS®, is the president of a wealth management firm and writes a popular weekly financial column, “Marotta on Money.”

Recommended Reading:

Anthony, Mitch. The New Retirementality: Planning Your Life and Living Your Dreams—at Any Age You Want, 2008. Freedman, Marc. Encore: Finding Work that Matters in the Second Half of Life, 2008.

Course Number Instructor Dates Day Time Location Available
A409 David John Marotta April 11, 18, 25 Th 11:00-12:30 pm Country Inn and Suites A

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