Retirement Planning Essentials for Ages 55+


ID : 44496   

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Prepare for retirement with greater clarity and confidence in this practical 4-week educational course designed for ages 55+. Learn how taxes, income planning, Social Security, investments, Medicare/IRMAA, Roth strategies, charitable giving, and estate planning work together. Designed to help you understand tax-efficient planning considerations, align estate planning and financial objectives, and potentially reduce the risk of running out of money; this course empowers you to make informed retirement decisions. Reserve your seat and gain the knowledge to retire with confidence.
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Class Details

4 Session(s)
Weekly - Tue

Location
KSU Center

Instructor
Nic Yeomans 

Fee:  $79.00

Member Cost:  $71.10

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
1/19/2027 - 2/9/2027 Weekly - Tue 09:30 AM - 11:00 AM Kennesaw, KSU Center  Map, Room: 176 Nic Yeomans  ClassRoom

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