UNC Digital and Lifelong learning Community Classroom Daytime Enrichment Presents Passport to Retirement: Real-World Financial Education for Current Retirees & Those Contemplating Retirement
Participants will 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
Participants will also receive a comprehensive Financial Planning Workbook as a take-home guide – a valuable reference tool for the future!
Special 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.