Did you know that most people spend more time planning a week-long vacation than they do their retirement? This boot camp series aims to change that and better position you for your golden years. Upon completion of the 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and many retirees) encounter.
The series will cover five key areas:
- Investing (including how to provide an income stream that outlives you)
- IRA strategies (rollover options and common RMD mistakes)
- Tax planning (knowing the actions you should be taking throughout each stage of retirement)
- Healthcare (managing expenses, transitioning to Medicare, and long-term care)
- Estate planning (how to prepare for a smooth transition of your assets)
We encourage everyone to attend all three sessions. Classes are on October 16th, October 23rd, and October 30th from 6:15 – 8:00 PM. You can participate in individual classes if your schedule doesn’t permit.
Signing Up is Easy:
- Head to the Wappingers Continuing Education website
- Scroll down to Sections
- Find “Retirement Planning Bootcamp”
- Select the class to attend & fill out the registration information
