Retirement Planning and Investment Courses
Personal Enrichment and Lifestyle
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Blueprint for Financial Success
Evening at Emory - Personal Enrichment and Lifestyle
Successful Financial Planning and Investing is critical to reaching your financial goals. This course reviews the process of Financial Planning and gives you the tools to refine and upgrade your existing Financial Plan. We'll discuss Wealth Management and Investments, Retirement Strategies, Asset Allocation Models, Estate Planning, and Risk Management. You'll receive a checklist of Financial Documents that you should have available and organized as well as a Comprehensive Financial Planning list of follow-up action steps to implement your Financial Plan. This course is ideal if you want to elaborate on the financial groundwork you have already laid as well as organize the array of strategies and products you have accumulated.
Instructor: John Carty-Campbell, CFP® and Bill Nichols, CFP®Registration fee: $150 Learn more... 5 session(s): Tue: Feb 9-Mar 9 / 6:30-8:30 pm Register now!
Protect Your Retirement Plan Assets From The IRS
Evening at Emory - Personal Enrichment and Lifestyle
If you are nearing retirement, are already retired, have inherited a retirement account, or are just concerned about protecting your retirement assets, this class is a must! Learn how to prevent the IRS from taking over 70% of your retirement plan assets and how your retirement plan could negatively affect your estate settlement. We will discuss the advantages and disadvantages of leaving your retirement plan money in your 401(k) plan and how to take money from your retirement plan without penalty. Learn how to avoid the most common beneficiary mistakes people make that cost them thousands of dollars in needless taxes and how a retirement plan account can be left to your beneficiaries to continue growing tax-deferred for decades after you pass away. You will also learn how you and your beneficiaries can take distributions out “tax free” and how you can avoid having to take out required minimum distributions.
Instructor: Jonathan Sard, Certified Financial PlannerRegistration fee: $110 Learn more... 1 session(s): Tue: Mar 2 / 6:00-9:00 pm Register now!
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