Thursday, October 25, 2007
"Financial Strategies for Successful Retirement"
|
Taking a conservative approach, find out how your retirement can be comfortable and free from money worries. In four sessions you will learn how to get the most from guaranteed investments, tax-free income, and estate planning. For those already retired or who plan to retire in the next ten years, the seminar takes a conservative approach to wise money management in addition to identifying lifestyle issues facing mature Americans. Included are an in-depth workbook and a Retirement Planning Data Form that will help you develop a written summary of your assets, income, social security, and pension benefits. This course is available to qualifying USI employees and a guest with a noncredit fee waiver form from HR and a $30 workbook fee. The course will be offered from 6 to 8:30 p.m. on four Tuesdays, November 6-27, in Room 204 in the University Conference Center. Call Extended Services at 464-1989 for more information. Wendy Knipe Bredhold News and Information Services wkbredhold@usi.edu 812/461-5259 |
Copyright © 2013 University of Southern Indiana. All rights reserved.