May 23, 2019 (Every week)

Financial Strategies for Successful Retirement is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics scheduled for the listed dates and times.

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This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution. Money is only one aspect of retirement planning. This course introduces concepts and strategies that may help you make informed financial decisions such as determining how much money you'll need to retire, and the risks associated with running out of money. In this course you'll learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. You will learn about the different areas of retirement planning including Investments, Social Security, Medicare, Taxes, Estate Planning, Insurance, IRA's, Roth IRA's, Annuities, Pensions, and Employer Sponsored Plans.

Financial Strategies for Successful Retirement is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics scheduled for the listed dates and times. Enroll and sign up in Totara through the Gateway. Click on the option that best fits your schedule and take the Financial Strategies for Successful Retirement Quiz to confirm your attendance at the KCA Financial Strategies for Successful Retirement sessions. Please note: Programs offered through KCA Wealth Management are a personal opportunity and a benefit for Dickinson College employees through programming provided by the Office of Human Resources and should not be considered as or in any way legal, financial or other professional advice endorsed by the college.

Further information

  • Location: HUB Side Rooms 204-205
  • 1
  • Time: 6:00 pm - 8:30 pm Calendar Icon
  • Cost: Free