Retirement Courses

Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid. You will receive financial tools to help you better understand risk, taxes, budgeting, and estate planning.

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

What You Will Learn:

  • 81 ways to take Social Security & what could work for YOU.
  • Which Medicare options are available to you.
  • How to develop an income plan.
  • How to possibly eliminate the fear of running out of money.
  • Why sequence of return risk is the biggest risk for your retirement.
  • Why retirees pay too much taxes and how you could avoid overpaying.
  • Questions to ask a potential advisor.
  • Optimal asset allocation in retirement.

Who Should Attend?:

  • Individuals and couples between the ages of 50 and 70.
  • Those concerned about our financial markets & wanting to prepare for the next recession.
  • Investors looking for new perspectives or ideas.
  • Baby Boomers looking for guidance based on recent academic research.

Upcoming Class Schedule

The University of Colorado – Hellems Building Classroom 137 – Session One
Part One: Tuesday, March 10th, 6:30-8:30 PM
Part Two: Tuesday, March 17th, 6:30-8:30 PM

The University of Colorado – Hellems Building Classroom 137 – Session Two
Part One: Thursday, March 12th, 6:30-8:30 PM
Part Two: Thursday, March 19th, 6:30-8:30 PM

The University of Colorado – Hellems Building Classroom 137 

Location – TDB

Events in May 2020

  • There are no events scheduled during this period.

REQUEST YOUR PERSONAL COMPLIMENTARY FINANCIAL REVIEW