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Financial Considerations as You Near Retirement

ID : 47291   
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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

1 Session(s)
Weekly - Tue

Location
MPL - Main

Instructor
Eleanor Galt-Lin, CFP® 

Tuition: 

$35.00

Registration Closes On
Tuesday, December 3, 2024 @ 5:00 PM

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Schedule Information

Date(s) Class Days Times Location Instructor(s)
12/3/2024 - 12/3/2024 Weekly - Tue 06:00 PM - 08:00 PM Montclair, MPL - Main  Map Eleanor Galt-Lin, CFP® 

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