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COMMUNITY EDUCATION: Financial Survival for Retirement

  
If you are retired or within five years of retiring, and you want straightforward answers to questions and concerns about your financial future, then this class is for you. You will learn strategies to better manage and control your investments. Participants will be given information about financial products such as mutual funds and insurance products like annuities. Other topics include basic to advanced tax strategies to avoid unnecessary taxes, how to reduce taxes on 401k and IRA income, a basic understanding of Medicare, Medicaid and protecting your family and life savings from a health care catastrophe. Finally you will uncover common estate planning mistakes, how to avoid them and how to pass your life savings to your heirs with minimal costs. This class will meet on October 1st and 8th.

Event Date: October 01  6-8 p.m.  Location: Perkins Building  Cost: $25 (Free of charge for those 65 or older)
Contact Information: Community Education, 859-622-1228

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