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retirement classes


Note: Please click on the class title to see the full class description, on the instructor's name to see the bio, or on the location to get directions.

 

 

 
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.

740008

Instructor : Eleanor Galt-Lin 

Tuition: $39.00

Schedule : Weekly - Wed 7:00 PM - 9:00 PM; 2 sessions; starting 5/23/2018, ending 5/30/2018

Location : Montclair, MPL - Main Location : 
  Montclair, MPL - Main.

Materials Cost: $0.00

Call 973-744-0500x2224 to register


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