Four Pillars of a Successful Retirement

With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and focuses on issues that are important to people at or near retirement. Topics include:

• how to potentially enhance retirement income, including Social Security

• which types of investments are appropriate to generate retirement income

• how to make appropriate health-care decisions, including paying for potential long-term care, and

• how to help manage taxes in retirement

We will also explore some options that enable you to transfer assets to other generations of your family. A “hear it, see it, read it, write it” teaching method makes it easy for you to understand and remember the practical information. The fee includes a hardcopy of the course workbook. To participate in this class, after registration PLEASE send an email to [email protected] Your instructor will send you information on how to access the class. Pre-registration required.

Refund Policy: “Requests for a refund on a fee-based class not cancelled by the college must be made at least five (5) working days prior to the beginning of the class. No refunds can be made on requests made after that date. A $5 per person processing fee will be retained on all refunds unless the class is cancelled or meeting times are changed by the college.”

Host or Publisher Community Education at Napa Valley College