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Topics > Financial Management & Budgets
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Guide to Retirement for Sustainable Income in Retirement
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$59.00 (1 section 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 call 412-788-7535 for the link to the Zoom class for the Tuesday 1/21/25 offering.
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Preparation for Divorce, Avoiding Financial Disaster
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$45.00 (1 section available)
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Every spouse going through the divorce process asks him/herself the same question: Will I be OK after I am divorced? This course will help you make sound financial decisions in your divorce process and help you to successfully navigate the murky financial waters of divorce. Topics of discussion will include: What method of divorce is best for you and your spouse--mediation vs. litigation vs. collaborative? How to craft a fair financial agreement, including taxes, personal assets, retirement assets, pensions, rental property, debt, income, post-divorce living expenses, alimony and child support. This course will help spouses considering divorce and, also, currently in the divorce process. You will leave this session with a good overall understanding of the best method for you to become divorced and all the considerations that go into crafting a fair and equitable divorce settlement.
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Social Security--What You Need to Know
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$45.00 (1 section 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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