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07/16/2022 at 9:00 am - 1:00 pm

St. Vincent Pallotti High School - Audio Visual Room, 2nd Floor
113 St. Mary's Place
Laurel, MD 20707

In Person Course
Course Code: HPSPHS0716

Parts 1 & 2 in one Session

There is no cost to attend, but advanced registration is required.

Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone at     301-709-7505     (lines open 24/7)



A Free Classroom Course Teaching the Foundations for a Sound Retirement

This comprehensive retirement course is being offered free of charge at Loyola University Maryland as a community service for those in the early stages of retirement and for those about to retire. This course addresses difficult retirement topics such as Retirement Income and Retirement Tax Planning, Social Security Maximization Strategies, Long Term Care, Legacy Planning and the pitfalls to avoid throughout the retirement years. You will receive financial tools to help you better understand risk, taxes, budgeting, and estate planning.

What You Will Learn:

  • The truth about annuities and what to be aware of
  • Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it
  • Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance
  • The sources of retirement income – Including updates on Social Security – and how to build a solid retirement income plan of your own
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them
  • Key questions you should ask any financial advisor
  • Getting your estate in order: understanding wills, trusts, probate and tax-efficient distribution to your heirs
  • And much more!

Reserve Your Spot

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