Course: EF121006
Unlock Your IRA
Tuesday Mar 13
9:00‐10:30
Instructor(s): James E. Davidson, Jr.
Do you own a Traditional, Roth, or inherited IRA? Do you understand the IRS distribution options and requirements? Do you have a strategy in place specifically for handling your IRA? Join us to learn how to avoid the pitfalls and unlock the full potential of IRAs.
Course: EF121030
After your Last Paycheck…Will I Outlive My Money?
Thursday Apr 19
2:30‐4:00
Instructor(s): James E. Davidson, Jr.
Has recent stock market decline changed your retirement plans? How long might your investment portfolio sustain your current lifestyle? There is plenty of information about how to save for retirement but little information about how, once you are retired, to draw upon your investments to provide your desired retirement income and maintain your current lifestyle. We will reveal the common financial pitfalls encountered by many retirees and learn techniques to avoid those mistakes.
Course: EF121058
Strategies for Women Managing 21st Century Retirement
Wednesday Mar 7
9:30‐11:00
Instructor(s): Laurie Paxton
This interactive, easy to understand course outlines the realities of retirement in the 21st century, including the risks to retirement income posed by rising elder care costs, the uncertainty surrounding the future of Social Security and Medicare, and the constant threat of inflation. Women face unique financial challenges that can affect their financial security now and in retirement. Strategies to help maximize retirement assets will also be covered.
Course: EF121059
Medicare and Medicaid during Retirement
Monday Feb 13
9:30‐10:30
Instructor(s): Jim Simpson
This course will cover eligibility, enrollment process, Medicare and Medicaid benefits and protecting your assets.
Course: EF121061
History of Presidential Elections and the Stock Market
Thursday May 17
9:00‐10:00
Instructor(s): James E. Davidson, JR.
The current economic and political challenges may seem unprecedented but a look back at presidential elections since 1934 shows controversy and uncertainty has surrounded every race. Join us to learn about
investing challenges and opportunities during an election year.
Course: LS121020
Tax Preparation Assistance
See Life Services for Description and Registration