April 2025
Join Jean Riordan from Vision Retirement on Tuesday, April 29th, from 6:15 – 8:00 PM.
IRA planning is a complex process, and your daily decisions can tremendously impact your overall retirement plan. Whether you’re already retired or nearing retirement, this course will help answer all of your IRA questions.
Signing Up is Easy:
- Head to the Arlington Continuing Education website
- Navigate to Personal Enrichment
- Find “IRA Planning and Strategies”
- Select the class to attend & register
May 2025
Join Jean Riordan from Vision Retirement on Tuesday, May 6th, from 6:15 – 8:00 PM.
In retirement, your tax rate can fluctuate significantly depending on when and how you withdraw from different income sources to cover your living expenses. Applying the tax code strategically and efficiently is key to making the most of your retirement dollars.
Signing Up is Easy:
- Head to the Arlington Continuing Education website
- Navigate to Personal Enrichment
- Find “Tax Planning Through the Four Stages of Retirement”
- Select the class to attend & register
Join us virtually for this webinar!
Our Mortgage experts will discuss what to expect during the home-buying process.
Join Jean Riordan from Vision Retirement on Tuesday, May 13th, from 6:15 – 8:00 PM.
Is your portfolio truly positioned for today’s market? With ongoing uncertainty and market volatility, it’s no surprise that many people are concerned about investment risk. Unlike past generations, we’re now largely responsible for creating our own income stream, one that may need to last for decades. It’s a big responsibility, but you don’t have to face it alone.
Signing Up is Easy:
- Head to the Arlington Continuing Education website
- Navigate to Personal Enrichment
- Find “Investing in Today’s Markets”
- Select the class to attend & register
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 May 27th, June 3rd, & June 10th 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 Arlington Continuing Education website
- Navigate to Personal Enrichment
- Find “Retirement Planning Bootcamp”
- Select the date(s) you would like to attend & register
June 2025
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)
Classes are on June 3rd & June 10th 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 Arlington Continuing Education website
- Navigate to Personal Enrichment
- Find “Retirement Planning Bootcamp”
- Select the date(s) you would like to attend & register
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)
Final class on June 10th from 6:15 – 8:00 PM.
Signing Up is Easy:
- Head to the Arlington Continuing Education website
- Navigate to Personal Enrichment
- Find “Retirement Planning Bootcamp”
- Select the date(s) you would like to attend & register
