This class is for individuals with 20 years or a few months to retirement. Review your financial current situation and your vision of retirement. Define goals and learn to use specific dates and monetary values to gauge progress. Review the role of Social Security in retirement, and evaluate the positives and negatives of taking benefits early as opposed to delaying benefits. Ensure revenue streams and recognize costs associated with aging.
There are no scheduled sessions at this time. Sign up to be notified when this course is available.