Saturday, January 25th at 9:30 am - 11:30 am Location:
Thurman White Forum Bldg at University of Oklahoma – Room A-3
1704 Asp Avenue
Norman, OK 73072
Thurman White Forum Building
at University of Oklahoma
Classroom A-3
Retirement Income Planning
Course Code: RRMUO0125
Comprehensive Financial Education Courses for Retirees and those Planning for Retirement
This Course is offered FREE of Charge, but Advance Registration is Required.
Register Early – Space is Limited
To Register –
Register on-line now! or
Register by phone 405-358-4179 (lines open 24/7)
UNDERSTANDING YOUR IRA/401k OPTIONS
Retirement income planning is essential to creating the lifestyle you want in retirement. This course will show you
- How to determine how much income you’ll need during your retirement years
- How to properly allocate your assets
- How to reduce risk
- How to reduce or eliminate taxes on your income
You will leave with a better understanding of your finances and the knowledge to create a strategic, lasting retirement plan.
What You Will Learn –
- How to estimate the income you’ll need in retirement
- How inflation, taxes, healthcare costs, and longevity can impact your planning
- How to manage risk and allocate your assets
- How to reduce or eliminate taxes on your income
- How to manage all of your income streams
- How to generate predictable and reliable income for life
You should attend this course if:
- You are age 50 and up
- You wonder if your current plan has room for improvement
- You are concerned about the risk and volatility of financial markets
- You need to develop a firm income plan for retirement
- You are worried about rising tax rates, inflation and healthcare costs
- You want to make better-informed decisions about your retirement
FINANCIAL CONFIDENCE THROUGH EDUCATION
Reserve Your Spot
Bookings are closed for this event.