Oakland University – Retirement Planning Workshop – 1/29/14

Tthe Retirement Planning Workshop is a comprehensive personal finance course designed for those in the early stages of retirement or those about to retire. This workshop will walk you through difficult retirement decisions such as asset allocation, income planning & pitfalls to avoid. Workshop is based on recent academic research. You will receive financial tools to help you better understand risk, taxes, budgeting and estate planning.

This workshop is perfect for those individuals and couples between the ages of 45 and 75 that are looking for the answer of “What do to now?” It is also a perfect workshop for those concerned about our financial markets and wanting to prepare for the “next” recession. This workshop is for conservative investors looking for guidance based on academic research.

You Will Learn:

  • Optimal Asset Allocation in Retirement
  • Defining Core Priorities
  • How Money Affects Your Life
  • How to Develop an Income Plan
  • Sequence of Returns Risk
  • Questions to Ask a Potential Advisor
  • When to Take Social Security
  • 3 Reasons Retirees Run Out of Money

Tuition Includes:

  • Financial House in Order Guidebook
  • Managing Your Money in Retirement Guide
  • Getting Your Estate in Order Guide
  • The Reinventing Savings Program DVD
  • Personal Wealth Index Scores/Report
  • Social Security Analysis Report
  • Workshop Workbook and Essential Reports
Course Dates/Times:
Course Fee:$ $59.00 59.00
Course Location & Address:Map & Directions
Oakland Universtiy
2200 N. Squirrel Road
Rochester, MI

We are sorry but registration for this event is now closed.

Please contact us if you would like to know if spaces are still available.