Course Description

Bill Stinger, CASL, ChFC
Retirewise is a four part course focusing on retiree financial planning. Week one will focus on the basics of retirement planning such as budgeting. Week two focuses on the basics of investing such as investment vehicles, asset allocation, and investment risks. Week three focuses on developing and protecting retirement income. Week four focuses on wills and estate planning. After Retirewise, we will hold two additional workshops, Understanding Retirement Healthcare and Understanding Social Security.
6 Thursdays, 10:30 AM
2/5, 2/12, 2/19, 2/26, 3/12 & 3/19
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