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The following course information is effective for the Spring 2019 term.

CFIN 2 Retirement Planning Today

Living a rich life takes more than money. Because of tax law changes and the uncertain future of Social Security, a sound financial plan has never been more vital. Learn five strategies to manage investment risks; 11 ways to save money on taxes; questions to ask before buying insurance; how to handle your company retirement plan; and how to calculate savings needed to retire. Couples may attend for a single registration fee. A $25 fee for the 235-page textbook is payable to the instructor at the first class. (3 sessions)

Typically Offered: Offered summer, fall & spring.

Offered Spring 2019: No

  • Subject:
    CFIN
  • Units:
    0.00

CFIN 6 Rejuvenate Your Retirement

You worked hard to manage funds for a comfortable retirement. But current economic conditions require a second look at them. This comprehensive course focuses on issues and financial concepts important to retirees. In straightforward language it explains financial strategies such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. However, money is only one aspect of post-retirement planning. The course introduces fulfilling activities such as travel, hobbies, sports, crafts, business ventures and lifelong learning to help make the most of your retirement years. Couples may attend for a single registration fee. A 143-page illustrated workbook per couple is included with your tuition. (2 sessions)

Typically Offered: Offered summer, fall & spring.

Offered Spring 2019: No

  • Subject:
    CFIN
  • Units:
    0.00

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