Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.
Class fee includes a workbook, optional 1-on-1 session with Comprehensive Financial Consultants following the completion of class, and one guest to attend with the registered student for free (no additional registration required for guests).
NOTE: Class will be held in-person at the Ivy Tech Bloomington Main Campus in a classroom that accommodates live instruction via Zoom for those who wish to attend virtually.