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Topics > Financial Management & Budgets
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Guide to Retirement for Sustainable Income in Retirement
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$61.00 (3 sections available)
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The guide to Retirement course is designed to help those planning for retirement and those already retired learn the various pitfalls one may face in retirement and strategies to help you better go through and prepare for retirement. The good news is that many are entering retirement with substantial monies in investments and retirement accounts. The bad news is that the rules associated with how to take distributions from those accounts are complex and not well understood. We will discuss the four phases of retirement and how to effectively plan for each, what you need to know about your retirement accounts and how distribution planning for retirement is different from accumulating for retirement. Join us to learn various ways to help prepare for a retirement life free from financial concerns.
Please note that there is an error in our published catalog that lists these courses as "one session". There are three (3) sessions in each course. We are sorry for any inconvenience -please contact us at 412-788-7546 if we can be of any assistance. Thank you and we hope that you will join us.
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Retirement Planning
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$72.00 (2 sections available)
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From Paycheck to Purpose: Get Retirement Ready Retirement is about more than money - it's about being Retirement Ready to live the life you've envisioned. Discover how to protect your investments and manage risk, take advantage of the latest tax laws, make smart choices with your company's retirement plan, and create retirement income streams that you can count on. Learn how to align your money with your values and design a retirement lifestyle you'll love. Each participant receives an easy-to-follow textbook filled with practical guidance. Couples are welcome to attend together for one registration fee. Get Retirement Ready - for life, not just finances.
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Social Security--What You Need to Know
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$51.00 (3 sections available)
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Boomers close to retirement need to know, now more than ever, about Social Security. There is so much more than deciding whether to take benefits at 62 or 66. This "safety net" is a guaranteed, inflation-protected source of income in retirement, and boomers should know how it works and how it fits into their future retirement income streams. In this informative seminar they will learn about the role of social security in your overall retirement plan. Topics include how it works, boosting benefits by increasing current earnings, strategies for maximizing lifetime benefits, coordinating spousal benefits, special issues for women, taxes on benefits, Medicare and long-term care, related programs and the mechanics, history and financing of the Social Security system.
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Want to Retire Early and Don't Know What to Do About Health Coverage?
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$51.00 (1 section available)
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Voluntarily walking away from a productive career presents early retirees with a number of weighty considerations. One of the first: health insurance. For Individuals who retire prior to age 65, when Medicare eligibility begins, need to find alternate options to cover medical, hospitalization and prescription drug costs. Health insurance premiums can chew up a considerable chunk of post-retirement income. Consequently, retirees under the age of 65 must examine all reasonable outlets for coverage, balancing cost with benefits, provider networks and plan design. The good news is you have options. Discover some health care options that may work for you!
**Please note that the date of this one day course has changed to Thursday 3/26/26. We apologize for any inconvenience. Please feel free to contact us with any questions at 412-788-7507. We hope that you will join us! Thank you!
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Your Retirement Made Simple
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$61.00 (1 section available)
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This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those preparing to retire. It addresses pitfalls to avoid, difficult retirement decisions, and other essential information.
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