The Changing World of Retirement Planning

Classroom Instruction for Adults - Ages 50 to 70

Join Us At

Thursdays, Sep 26 & Oct 3

6:30 pm - 9:30 pm

University of North Carolina

School of Education Building

OR

Saturdays, Sep 28 & Oct 5

9:00 am - noon

1300 Spring Garden Street

Greensboro, NC 27412

Greensboro Campus

This is a two-day course that takes a more comprehensive, proactive view of your retirement in the context of the 21st century. The course is taught by a nationwide network of instructors. They are financial professionals from your community who bring years of experience and knowledge from their careers in personal finance. If you have questions on how the principles learned in class apply specifically to your financial situation, you may arrange for a private strategy session with your instructor after the conclusion

of the course.

What is The Changing World of Retirement Planning?

Course Section Summaries

RETIRING IN THE
TWENTY-FIRST CENTURY

Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.

TAX
RATE RISK

Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.

RETIREMENT DISTRIBUTION PLANNING

Learn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.

ESTATE
PLANNING

Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.

MAXIMIZING
SOCIAL SECURITY

Social Security can be taxed.
Learn about the impact of Social Security taxation on your retirement.

MITIGATING
MARKET LOSS

Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.

RETIREMENT DISTRIBUTION PITFALLS

Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.

LONG-TERM CARE PLANNING

Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.

Each registration comes with a two-volume set of workbooks that pairs with the course, providing examples and illustrations.