Description

This program will teach attendees the nuances of retirement accumulation and distribution planning. We will look closely at all types of qualified retirement plans, IRA's and learn about the distribution rules. We will touch briefly on managing taxation in retirement and then begin a discussion of risk management. Attendees will evaluate risks to their life, health and property. We will then end our discussion with an explanation of the most common investments used by retirees.

Location

Art South at .Founders Community Center

Instructor

Greg Kurinec