
Description
An educational course for Retirees Age 65+
This course consists of two 2-hour sessions
September 28th 1-3pm, and October 25th 1-3pm
There is a $39 registration fee which includes a the option to bring a spouse/guest, a course textbook, and an optional one-on-one consultation. To register, please visit www.rsvp.courses, or call (720) 799-1085, and reference Course ID #3YFKU1.
Course Topics Will Include:
*Calculating whether you should convert your IRA to a Roth IRA
*Evaluating & planning for health care, long-term care, incapacity, and end of life decisions
*Maximizing tax efficiency under recent legislative policy changes
*Identifying the primary threats to your retirement savings
*Planning your retirement income to preserve a comfortable lifestyle
*Affording & enjoying travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning
Date and Time
September 28, 2022 - October 5, 2022
1:00p - 3:00p MST