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Financial Strategies for Successful Retirement
Secure Your Legacy
Each session consists of four classes:
Wednesdays: Jan 16, 23, 30, Feb 6 -or-  
Tuesdays: Feb 19, 26, Mar 5, 12 -or-  
Mondays: Mar 25, Apr 1, 8, 15

All classes are from 6:30-8:30 pm. @ Otterbein University
Tuition: $89 per couple.

Course Agenda

Financial Basics

  • Retirement income: perception and reality
  • Nine reasons people fail   financially in retirement
  • Using credit wisely
  • Making your money last

Investments

  • Emergency reserves
  • Stocks
  • Bonds
  • Mutual funds
  • Tax-deferred annuities
  • Asset allocation

Estate Planning

  • Importance of estate planning
  • Distributing assets at your death
  • Joint ownership
  • Trusts
  • Wills
  • Probate
  • Taxes and your estate

Your Retirement Income

  • Sources of retirement income
  • Social Security and you
  • The value of tax-deferred contributions
  • Personal retirement plans
  • Traditional IRAs
  • Roth IRAs
  • Taking money out of employer retirement plans

Risk Management

  • Ways to manage risk
  • Health insurance and Medicare
  • Long-term care
  • Company benefits
  • Types of life insurance

Register Now!

If you have further questions and would like more information, contact us at 614.823.1108, or cardinalinfo@otterbein.edu.

Otterbein University
Roush Hall, Rm 338
27 South Grove Street 
Westerville, OH 43081

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