Change Location × Traverse City, MI

    Recent Locations

      Retirement School in Traverse City


      • Retirement School Photo #1
      1 of 1
      October 22, 2019

      Tuesday   4:30 PM

      852 South Garfield Avenue
      Traverse City, Michigan

      Map
      Performers:
      • No Performers Listed
      EVENT DETAILS
      Retirement School

      Are you approaching retirement? Please join us for Retirement School. Moving from your earning years and into the retirement years, while exciting, may cause some uneasiness. This program was started to help individuals approaching retirement be prepared for the changes that come with retirement.  It can be an exciting time but also filled with anxiety over finances. The class with cover: The different social security claiming strategies and ways to determine which is best for you How taxes change in retirement and what to do now to prepare for those changes Hows to take income from your  nest egg These questions and more will be answered in this 2 1/2 hour class to ge tyou prepared for retirement. The teachers include a team of financial advisors and Samer Bourdkani, CPA.  All the teachers have years of expereience in guiding people through the exciting but anxious transition from working to retirement. Everyone's situation is unique so bring your questions! We will supply the knowledge and the school supplies: books, pencils, paper and apples! At the end of this 2 1/2 hour class, you will fell knowledgeable and prepared for the changes that retirement brings.  And your uneasiness will transform to confidence so you can enjoy your retirement. This is a tuition free school but seating is limited Food and beverages will be served.

      Categories: Business & Networking

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.