OLLI101408 - Retirement Planning and Preparedness [Online via Zoom]
Course Description
Retirement Planning and Preparedness
Instructor: Erik Schuster
Day of Week: Thursdays
Dates: Feb 6 – April 10 (no class March 6)
Time: 2:00 p.m. - 3:00 p.m.
Location: Online via Zoom
This course will cover all aspects involved in retirement planning. All topics will focus on people preparing for retirement or currently in retirement. We will cover the financial aspects of retirement including cash flow management, income planning, tax planning, investment options, and estate planning. Our healthcare and Social Security section will delve into Social Security optimization, Medicare coverages and options, Medicare surcharges, and medical supplemental plans.
Maximum: 100
Instructor Bio: Erik Schuster, CFP is a local financial planner that brings clarity to families’ retirement plans. His goal is to educate, serve as a leader, and bring certainty to the families he serves. He has successfully retired hundreds of families in the Philadelphia area. His goal is to educate and lead families through the retirement journey. He is a CFP and has an MBA. He hopes to continue to educate retirees on the many decisions and complexities that all retirees face.
Notes
Why when I’m registering do I join the Wait List?
Several of our courses are in high demand. In order to accommodate our members who are not tech-savvy and have trouble registering online, we created a registration system in which there is no advantage to registering early, no disadvantage to registering later.
When registering, you join the Wait List for each course. Don’t be alarmed. This does not mean the course is full. After the registration period is over, we run a lottery on the courses, and it randomly determines who is admitted to each course and who is not. You typically will receive notification regarding which courses you are admitted to, about two weeks before the start of the semester. If a course accepts 150 or more students, you are very likely to get into it.