An Educational Course for Retirees Age 64 to 75

Course Outline
Practical Retirement Education

 

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and socially active, and learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, discover how to apply this knowledge to pursue a more active, healthy and financially secure lifestyle in retirement.

Course topics include:

  • Calculating whether you should convert your IRA to a Roth IRA
  • Maximizing tax efficiency under the new 2018 tax policy changes
  • Evaluating and planning for health care, long-term care, incapacity and end-of-life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve a comfortable lifestyle
  • Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning

Who Should Attend?

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

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Planning Your Income for Life

Making your money last throughout retirement has never been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges. This course helps you develop a personalized retirement income plan.