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Date/Time:
01/25/2020 at 10:30 am - 12:30 pm

Location:
Fort Bend University Branch Library
14010 University Boulevard
Sugar Land, TX 77479


Fort Bend University Branch Library

 

Maximizing Your Retirement

Course Code: RFLUBL0125

This Course is offered FREE of Charge
But – Seating is Limited &
Advance Registration is Required
Register Early 


To Register –

Register on-line now! or
Register by phone   281-916-8438   lines open 24/7

 

MAXIMIZING YOUR RETIREMENT

 

A Complimentary Educational Course for Adults Concerned about Making Informed Decisions

A financial plan is a very important component when entering retirement. A thorough financial plan can reduce the worry of your retirement experience. 

Learn what you CAN DO so you know what you SHOULD DO!

Your success in retirement is impacted by the decisions you make! This course will help you better understand the core questions most retirees face in planning for their retirement.

  • How much can I spend?
  • When should I turn on my Social Security Benefits?
  • What about income taxes?
  • Where will my income come from?
  • How do I plan for inflation?
  • How will I manage my health care costs?
  • How do I manage the many risks of my investment portfolio?

What you will learn from the course: 

  • How to maximize social security retirement benefits
  • How to build a structured retirement income plan
  • How to make “tax wise” decisions regarding the timing and sources for drawing income
  • How to measure your personal “risk” tolerance level for investments and compare that to the risk levels inherent in your current retirement investment portfolio
  • How to access your medical costs risk in retirement and the options available to you to address these costs with Medicare, Medicare supplemental plans, and Long Term Care planning

 

Reserve Your Spot

Sorry, this course is fully booked. To add your name to a waiting list, please call the telephone number shown on your invitation mailer. If there is a course code for this class on the invitation mailer, please have that information handy when you call.




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