The Financial Realities of Retirement

So you think you want to retire! Have you thought about the myriad financial realities each of us must face when contemplating this transition? Do you have any idea of what lifestyle you will be able to afford once retired? Join our expert, Rick Joines of Bay City Financial Services, for this eye-opening workshop--jam-packed with practical information. Rick will provide you with a checklist of key financial considerations you should understand before taking that major leap into retirement. You will specifically look at how to evaluate your current assets and expenses, project future assets and expenses, and estimate additional savings for retirement. Topics covered include spousal pension options, Social Security eligibility, and the impact of inflation on your retirement. You will leave this workshop with a valuable workbook and a realistic understanding of key topics/concepts that will directly affect your financial security in your retirement years. Anyone contemplating retirement within the next ten years is encouraged to enroll.
Session is closed

Taking the Fear Out of Wills and Estate Planning

If you are without a will or concerned about probate, this in-depth course is a must. Course covers an introduction to wills, revocable living trusts, community property agreements, durable powers of attorney, both taxable and non-taxable estates, and how to maximize what your intended beneficiaries receive. Katti Esp, attorney with Wealth Retention Services, and Kevin DeYoung, CPA with Larson Gross, encourage you to bring your questions. Students will not leave course with a will, but will gain a wealth of knowledge! Course fee includes spouse/partner.

S8692 / Sessions 2
Tu from 6:30 PM to 9:00 PM
DeYoung / Telstad
$59

Start Date:4/20
End Date: 4/27
WCC - Baker Hall #105