Events

Retirement Planning Today:  Classroom Instruction for Adults - Ages 50 to 70

Thursdays, September 27 & October 4 

6:30 PM - 9:30 PM

-or-

Tuesdays, October 2 & 9

6:30 PM - 9:30 PM

Attend this course and learn to how to:

• Create a plan to retire early
• Integrate your finances with your goals and values
• Use new tax law changes to your advantage
• Properly allocate your assets within your retirement plan
• Use 5 investment strategies to minimize risks and maximize returns
• Ask the right questions when evaluating your insurance coverage
• Ensure your estate plan still functions properly under new laws

* NEW!  Rejuvenate Your Retirement:  Classroom Instruction for Retirees

Thursdays, September 27 & October 4 

1:00 PM - 3:00 PM

-or-

Tuesdays, October 2 & 9

1:00 PM - 3:00 PM

Learn to how to:

• Determine how many years your retirement savings may last
• Calculate your IRS-required minimum distributions
• Allocate your assets to minimize risks and maximize income
• Maximize tax efficiency under the new 2018 tax policy changes
• Calculate whether you should convert your IRA to a Roth IRA
• Identify the primary threats to your retirement savings
• Evaluate and plan for health care, long-term care, incapacity, and end of life decisions

Register Today!  (Cost of classes are $49 for RPT / $39 for RYR):

• Call the college today at 941-752-5203 to register.  Visa / MastercCard / American Express / Discover accepted.