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.
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
Sat, Oct 03, 2026
10:00a - 3:00p EST
Location
Appalachian State University – Hickory Campus
Note
Please park near the main entrance and enter through the main entrance. The course will be held in Room 1135.