Financial Strategies for Successful Retirement

Each session consists of four classes:

Mondays: Sep 16, 23, 30, Oct 7 -or-
Tuesdays: Oct 22, 29, Nov 5, 12
All classes are from 6:30-8:30 pm in Roush Hall at Otterbein University
Tuition: $89 per couple.

Questions?

Contact Financial Strategies for Retirement via email cardinalinfo@otterbein.edu or phone (614-823-1108)

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

Secure your legacy!

Register today >