February 25, 2020

Hosted by Human Resource Services.

KCA Wealth Management Financial Education Programs

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution.  Money is only one aspect of retirement planning.


This course introduces concepts and strategies that may help you make informed financial decisions such as determining how much money you'll need to retire, and the risks associated with running out of money.

In this course you'll learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. You will learn about the different areas of retirement planning including Investments, Social Security, Medicare, Taxes, Estate Planning, Insurance, IRA's, Roth IRA's, Annuities, Pensions, and Employer Sponsored Plans.

 

Financial Strategies for Successful Retirement is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics scheduled for the listed dates and times.

Click on your desired date option below to access the external KCA registration link (KCA registration links to be added very soon):

 

Please complete this simple one-question quiz to confirm your attendance at the KCA Financial Strategies for Successful Retirement sessions.

 

 

Further information

  • Location: Althouse, Room 201
  • Time: 6:00 pm - 8:30 pm Calendar Icon
  • Cost: Free