06 Oct
The Changing World of Retirement Planning

Description

This is a two-part course. Classes will be held Thursday, October 1 and Thursday, October 8 from 6:00 PM to 9:00 PM. Registration includes both class sessions.

Click here to register: The Changing World of Retirement Planning -- Click Here to Signup

During the course, you’ll learn about important retirement planning topics, including:

  • How recent legislation may impact your retirement
  • Common retirement distribution planning pitfalls
  • How to assess your financial readiness for retirement
  • The different types of retirement accounts and how they may affect retirement cash flow
  • Roth conversion considerations
  • Social Security income strategies
  • Estate planning considerations
  • Long-term care planning
  • Protecting against market loss
  • Creating a more comprehensive retirement strategy

The course takes a broad-based approach to retirement planning and is designed to help attendees better understand the                                                                                            financial decisions they may face before and during retirement.

Date and Time

October 6 - October 13, 2026

6:00p - 9:00p EST

Location

Appalachian State University – Hickory Campus

800 17th St. NW
Hickory , NC 28601

Note

Please park near the main entrance and enter through the main entrance. The course will be held in Room 1135.

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This course is not endorsed by or affiliated with Appalachian State University. This event is not sponsored by Appalachian State University. The venue should not be contacted regarding the program. This program is for educational information only. No individual tax, legal, or investment advice is given.

Event Registration

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