Ready Set Retire (SRSR)


Course Memo

Thinking of retiring? Get answers to your retirement questions and concerns. Learn the basics of IRA rollovers, explore portfolio management strategies and ways to lower risk and protect against inflation. Know the pros and cons of annuities before you buy one, not after. Develop an understanding of health care in retirement, discover how your life insurance needs will change and how estate planning could allow you to control your money even after you can't. We will also discuss wise charitable giving. If you're thinking about retirement this class will provide you with the knowledge you need to manage your financial resources in retirement.