Financial Planning During Retirement *In-Person*

This class is for anyone already retired or planning to do so in the next few years. You will learn about investment strategy and determining how much risk to take, which assets to draw down first, the importance of minimizing fees, Social Security claiming strategies, the role of annuities, a safe level of spending, reverse mortgages, Medicare surcharges, and whether long-term care insurance makes sense. Instructor: Jimmy Becker

This class will meet in-person at CCAE. Please view our In-Person Class Guidelines prior to enrolling.

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