District 196 Community Education

Discuss how taxes affect distribution strategies in retirement. Receive knowledge of planning strategies for preretirement, how social security is taxed, and engage in discussion on how to be taxed efficient now and into the future with investments and utilizing tax brackets.

You work your whole career with the goal of someday retiring. Discuss the importance of the crucial years leading up to your retirement date, the active years of your retirement and the winding down of your retirement years. Topics include: estate planning while working, during retirement and at the end of life, when to take your social security, key financial products and services available in the market (Medicaid compliant annuities, long term care insurance, life insurance long term care riders), what to look for in a professional (financial advisor, CFP, RIA, fiduciary), and the final plans before the end – what can be too little, too late? Please bring your questions, this class is an interactive forum.

Explore "The Four Pillars of the New Retirement" (health, family, purpose and finances). Be empowered to think through your own circumstances, goals and challenges to take action that impacts your quality of life in retirement.