Financial Management in Retirement

Age Group:

Adults & Seniors
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Event Details

Discover the nuances of retirement accumulation and distribution planning.  We’ll look closely at all types of qualified retirement plans, IRA’s, and learn about the distribution rules. Attendees will also learn about managing taxation in retirement, risk management (including how to evaluate risks to your life, health, and property), and the most common investments used by retirees. Presented by Greg Kurinec of The Society for Financial Awareness.

Registration required.