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Passport to Retirement: Real-World Financial Education for Current Retirees & Those Contemplating Retirement

100 Friday Center Drive
Chapel Hill, NC 27599
Time: 10:00 AM to 11:45 AM
Price: $35
Receive dynamic instruction about various financial concepts and strategies. After attending, you will be better prepared to face financial challenges and enjoy the rewards that retirement can bring. Through examples, exercises, and case studies, you will discover how to position yourself for a brighter financial future while protecting your legacy. This class will provide a skill set enabling you to better: Safeguard your retirement savings Develop a tax efficient retirement income strategy Understand retirement plan rollovers and transfers Preserve wealth and pass it to your heirs and/or charitable causes Assess and prioritize retirement income sources Improve your potential for risk-adjusted investment gains Make informed retirement plan distribution decisions Identify and manage your financial risk Understand the impact of the new tax plan on your family Avoid unnecessary taxes and penalties Protect yourself from potentially devastating costs associated with long term Healthcare Section Notes: This course takes place in-person at the Friday Center for Continuing Education and consists of two sessions, Tuesday and Thursday, October 4 & 6. 10:00 a.m. – 11:45 a.m. The fee is $35.