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Retirement, Tax and Estate Planning

ID : 35376   
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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

1 Sessions

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
5/6/2021 Thu 5:00 PM - 7:00 PM Kennesaw, KSU Center  Map, Room: 103 Nic Yeomans  ClassRoom