Financial Strategies for a Successful Retirement
March 3 - March 17
If you are over the age of 55, this class is a must!? Over the course of three weeks we will focus on how you can prepare for a more comfortable retirement. You will be introduced to concepts and strategies that will help you handle your day-to-day finances, potentially reduce your taxes and manage your investments. On the last night of the class, an estate planning attorney will present a section on wills, trusts and probate. You will also be given the opportunity to have a one-on-meeting with a financial advisor. In this meeting you can assess your current financial situation and develop a personalized plan to better pursue your retirement goals. This is an optional offering and is not required.