Free retirement educational workshops for ages 50-70 UConn Waterbury Campus
This course will cover retirement planning strategies that are often overlooked and how they can be implemented.
You will discover how to:
- Evaluate the impact of the latest tax law changes on your retirement
- Determine if you have enough money for retirement
- Use the 3 basic types of retirement accounts to maximize cash flow in retirement
- Evaluate the benefits of a Roth Conversion
- Maximize Social Security income
- Reduce, or eliminate unwanted expenses or delays with estate planning
- Understand if your portfolio is truly "diversified"
- Avoid the three basic "pitfalls" of retirement distribution planning
Course description
Who should attend this course
You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you'll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.
Why this course matters
Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century. You'll learn about the effects of Social Security taxation as well as the common distribution pitfalls in retirement. Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world.
Balanced financial information
There's a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.
Course origin
David McKnight, National Best-Selling Author, developed and has been teaching the concepts in The Changing World of Retirement Planning™ curriculum since 2010. This course has been taught by hundreds of financial advisors to over 100,000 pre-retirees and retirees in over 250 colleges and universities across the nation. The course instructors are mentored by David McKnight on the retirement strategies taught in this course.
Assets & benefits
The changing world of retirement planning™ workbooks As part of this course, you will receive a two volume set of workbooks that provides examples and illustrations designed to reinforce the concepts taught in class. These workbooks help you follow along during the presentation and give you a step-by-step process to help implement the knowledge you obtain during the course.
Comprehensive approach Instead of focusing on a specific strategy or topic, this course takes a more comprehensive view of your retirement. This broad-based approach lays a foundation for proactive planning in an updated, 21st century context. Because of the educational nature of the class, no specific financial products are presented or discussed.
An interactive classroom setting This course is taught by a nationwide network of instructors. These instructors are financial professionals from your community who bring to their classes years of experience and knowledge from their careers in personal finance. They often supplement their presentation with real life stories and experiences to help personalize the principles and strategies taught in their classes. This personal and interactive approach to the material helps make the educational process both practical and informative.
Optional retirement plan review If you have questions on how the principles you learned in this class apply specifically to your financial situation, you may arrange for a private strategy session with your instructor after the conclusion of the course. The review is complimentary for all attendees but is not required.