An Educational Course for Retirees Age 64 to 75 Questions?717-585-6325Course ID: JCQDT100E
Now being conducted at...
CLASS FULL Thursdays May 30 & June 6 2:00 p.m. to 5:00 p.m. No longer available
An Educational Course for Retirees Age 64 to 75
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.
Learn about important financial topics such as:
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
Your instructor is William J Parker, AIFA®, AACEP®, Chief Executive Officer of Grandview Asset Management, LLC in Harrisburg, a Registered Investment Advisor.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd, Albany, NY 12211. Purshe Kaplan Sterling Investments and Grandview Asset Management are not affiliated companies.
Register to Attend
Which class would you like to attend?
CLASS FULL Thursdays May 30 & June 6 2:00 p.m. to 5:00 p.m.
Widener University Commonwealth Law School 3800 Vartan Way Harrisburg, PA 17110 Map
This class is no longer available Please select another class
All classes for this course have already started. Please call us on 717-585-6325 to discuss available options.
If you would like to sign up for the future classes please click here.
Your Course Includes:
Attend with spouse, partner or guest at no additional cost