With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and focuses on issues that are important to people at or near retirement. Topics include:

• how to potentially enhance retirement income, including Social Security

• which types of investments are appropriate to generate retirement income

• how to make appropriate health-care decisions, including paying for potential long-term care, and

• how to help manage taxes in retirement

We will also explore some options that enable you to transfer assets to other generations of your family. A “hear it, see it, read it, write it” teaching method makes it easy for you to understand and remember the practical information. The fee includes a PDF version of the course workbook.