F21M Planning Today for Tomorrow: Navigating Taxes & Income in Retirement (Zoom)

Zoom | Available (Membership Required)

10/6/2025 (one day)
1:30 PM-3:30 PM EDT on Mon

F21M Planning Today for Tomorrow: Navigating Taxes & Income in Retirement (Zoom)

Zoom | Available (Membership Required)

[NEW CONTENT] The course will address these questions: 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.  Audio/Visual, Discussion, Lecture

  • *This registration item is for ZOOM. You may not attend this course in the building. DO NOT also register for the Hybrid section of this course.*

John Skomski

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

Hal Burrall

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