*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.
David John Marotta, CFP®, AIF®, AAMS®, is the president of a wealth management firm and writes a popular weekly financial column, “Marotta on Money.”
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.
|A409||David John Marotta||April 11, 18, 25||Th||11:00-12:30 pm||Country Inn and Suites||A|