F11M Retirement Planning: Navigating Taxes, Income, and Charitable Giving (Zoom)

Zoom | Available (Membership Required)

10/12/2026 (one day)
11:15 AM-12:45 PM EDT on Mon

F11M Retirement Planning: Navigating Taxes, Income, and Charitable Giving (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? How can I save on taxes, and what do the latest tax law changes mean for me? What are creative ways to support my philanthropies, and/or OLLI, through tax-wise charitable strategies, testamentary gifts, and life income opportunities? Hal and John will wrap up with a Q&A session, and John will offer confidential, no-obligation, complimentary one-on-one consultations to all interested attendees. Audio/Visual, Discussion, Lecture

  • *This registration item is for ZOOM ONLY. 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.