Financial Literacy for Retirees

The class is designed to be a comprehensive retirement class addressing both qualitative and quantitative issues retirees deal with. The class will explore income in retirement, tax planning, investing and asset allocation strategies for retirees considering higher interest rates, as well as social security and Medicare decisions. The goal of this class is to teach attendees about retirement risks, intricacies and tools to help maximize their fulfillment and peace of mind.

Instructor: Joshua Goulding, CFA, CFP®, Co-Founder/Partner, 4J Wealth Management.

Activity No. 1481.224
1 lesson @ 2 hrs, Free
M, 9/30          6-8 p.m.