Nov 06

Financial Planning for Retirees (Fall 2024)

William P. Frisco

Join us on this journey toward a secure and prosperous retirement future. Throughout this course, you'll uncover the pitfalls many people face in retirement and, more importantly, how to steer clear of them. Delve into crucial topics including safeguarding your cash and liquid assets while ensuring they yield high interest rates, crafting income portfolios tailored to today's economic landscape to optimize interest earnings, and mastering tax strategies to mitigate risks within your retirement stock portfolio. We'll also demystify withdrawal strategies, equipping you with the knowledge to sustain your funds without depletion, and provide guidelines to keep you on track. Furthermore, you'll learn to navigate asset allocation, safeguarding your retirement nest egg against market volatility, inflation, and the looming specter of recession.

Three-Week Course Schedule | Wednesdays
Nov 06 | 1:00 PM - 3:00 PM
Nov 13 | 1:00 PM - 3:00 PM
Nov 20 | 1:00 PM - 3:00 PM

This class will be held in-person at WIH and simulcast via Zoom



Class Tuition

40 in stock

Price is per student. Class tuition is non-refundable.