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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 - Wed

MPL - Main

Eleanor Galt-Lin 



Member Cost:


Registration Closes On
Wednesday, May 23, 2018 @ 5:00 PM

Call 973-744-0500x2224 to register Send to Friend » Request More Info » Checkout »

Schedule Information

Date(s) Class Days Times Location Instructor(s)
5/23/2018 - 5/30/2018 Weekly - Wed 7:00 PM - 9:00 PM Montclair, MPL - Main  Map Eleanor Galt-Lin