We will practice safe distancing and a mask must be worn during this class. Thank you for helping to keep our staff and students safe. If we change from on site to online, we'll send a notice to the people who signed up at that time.
Social Security likely will be the foundation of your retirement income. Before you retire, it’s important to understand your options regarding Social Security and the impact your decisions have on your retirement. We’ll discuss how Social Security fits into your retirement income plan, when you should start taking benefits, and tax considerations. This presentation illustrates how you can translate your vision for retirement into tangible goals. You’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track. No discounts.
Please note: A $1.99 credit card processing fee will be added to the price of this class.
About Mark: As the son of two teachers, education is a priority for Mark. That is why he also volunteers as an instructor with many local adult education programs - teaching seminar courses on budgeting, personal and business finance, health care, retirement plans, social security, estate considerations, 401k's and IRAs.