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Financial Considerations as You Near Retirement

ID : 43824   
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CourseGraphic A successful retirement requires clear goals, careful planning and diligence.  This seminar will discuss what you should be considering as you approach retirement including: determining which accounts to withdraw from first to fund your lifestyle, tax considerations you should be speaking to your CPA about now, how Social Security income should fit into your planning and how to examine the effects that changes in your situation have on how your assets are invested.

Class Details

2 Sessions
Weekly - Mon

MPL - Bellevue Branch

Eleanor Galt-Lin 



Member Cost:


Registration Closes On
Saturday, July 7, 2018 @ 9:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
5/14/2018 - 5/21/2018 Weekly - Mon 7:00 PM - 9:00 PM Montclair, MPL - Bellevue Branch  Map Eleanor Galt-Lin