Retirement Planning Fundamentals-Spring 2025

This course introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.

The teaching format will be an entertaining and informative educational course developed by CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor® and Accredited Asset Management SpecialistSM professionals with many years of real-world experience. The presenters teach the material in a way that is easy to understand, using real-life examples that may be applied to your situation. The course is presented in a friendly, relaxed atmosphere where your participation and questions are encouraged! This class is designed for adults close to retirement.

Three Wednesday Sessions | 6:00 - 8:30 p.m.

Finance 101, Taxes, & Income Sources in Retirement |April 16, 2025

Social Security & Investments | April 23, 2025

Insurance, Medicare, & Estate Planning |April 30, 2025

Optional Lab: Complimentary one-on-one consultation with one of the instructors to apply class concepts to your own personal situation.

Limited to the first 30 registrants or couples sharing a workbook.

Host or Publisher Carthage College