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Retirement, Tax and Estate Planning

ID : 41363   
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An active and engaging class for individuals within 5 years of retirement or who have retired within the last 3 years. This class will focus on information needed in order to make important and lasting decisions for living your best financial life in retirement, including: 
  • How to make the right pension decision
  • Different strategies for taking Social Security
  • How to maximize retirement income
  • Tax-free retirement income strategies
  • Advanced Roth IRA strategies-even if you are already retired!
  • 401k advantages and disadvantages in retirement
  • Estate Planning documents to be updated in retirement
  • How to keep your financial affairs private and avoid probate
  • Basics of Revocable Living Trusts
  • Dynasty Trusts-not just for the wealthy!
  • Asset protection

Class Details

3 Session(s)
Weekly - Tue

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
9/5/2023 - 9/19/2023 Weekly - Tue 10:00 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom