Retirement Planning Today
An Educational Course for Adults Ages 50 to 70
Learn how to:
- Create a plan to retire early
- Integrate your finances with your goals and values
- Use new tax law changes to your advantage
- Properly allocate your assets within your employer retirement plan
- Use five investment strategies to help minimize risk and maximize returns
- Ask the right questions when evaluating insurance coverage
- Ensure your estate plan still functions properly under new laws
Cost is $69. Advance registration and payment is required.
For more information, contact Jo Kostoff, WSU Tri-Cities Development & Events Coordinator, at 509-372-7606 or jkostoff@tricity.wsu.edu.
Click here to download the brochure and registration form
to be mailed with a check to:
WSU Tri-Cities, attn: Jo Kostoff
2710 University Drive
Richland, WA 99354
Fax the registration form with credit card information to:
509-372-7293
Class location
WSU Tri-Cities
Consolidated Information Center (CIC)
2770 University Drive
Richland, WA 99354
Retirement Planning Today is a personal financial planning program sponsored
by a chapter of the Washington Society of Certified Public Accountants.
Individuals who complete the two-part seminar qualify for seven hours of
Continuing Professional Education credits.
Sponsored by WSU Tri-Cities
Registration
Registration now for thesetwo sessions:
- Thursdays, Jan. 28 and Feb. 4, from 6:30 to
9:30 p.m., in CIC 210 - Tuesdays, Feb. 2 and Feb. 9, from 6:30 to
9:30 p.m., in CIC 210
Your instructor is
Todd Halterman,
securities and investment advisor.