Sp16M Planning Today for Tomorrow: Navigating Taxes & Income in Retirement (Hybrid: Zoom)

Zoom | Available (Membership Required)

N/A

6/10/2024 (one day)

1:30 PM-3:30 PM EDT on Mon

[NEW CONTENT] The course leaders are proud to present this two-part session which will answer: “How much risk should I be taking in my investments? What rate of return do my investments need? How do I make sure I can stay retired? What strategies should I use when filing for Social Security? Do I need life insurance? Will I outlive my money? How can I generate additional income in retirement? Is there room for charity in my plan, how can I save on taxes, and what do the latest tax law changes mean for me?” Hal and John will wrap up with a Q&A session and will offer confidential, no-obligation, complimentary one-on-one consultations to all interested attendees.  Discussion, Lecture

  • *This registration item is for attending class via Zoom and NOT IN-PERSON. You CANNOT attend this course in the building if you choose this registration item.*

Hal Burrall is the executive director of planned giving (www.legacyrit.org) at RIT.

John Skomski is a retirement sustainability specialist and partner at Best Times Financial (www.besttimesfinancial.com).