In this class we look at many aspects that we face in retirement. Whether you are in retirement or wanting to make sure that your retirement plan is on track, this is a good class for you.
3 Weeks. If you are in, or nearing retirement and worried about running out of money, this class covers income producing investments, safe-spend down, and pension and social security options. We will work through case studies so that you can understand practical applications. An estate-planning attorney will help you understand your will and trusts, and teach you the roles and liabilities of the people named in a trust. An Elder Care expert will talk about the costs and resources for taking care of elders and strategies that you may be able to use to protect your life savings.