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Investment & Retirement Planning Strategies

THIS COURSE WILL COVER Investment options, retirement & tax planning strategies.

THIS COURSE WILL BE MOST BENEFICIAL TO Participants who are retired or planning to retire soon, high earners, or those just starting out in the workforce.

OBJECTIVES At the end of this class, the student will be able to understand different investment types, be more knowledgeable on current retirement & tax strategies, and be more confident in investing.

CONCEPTS TO BE COVERED Principles of investing, asset allocation and asset location, volatility of returns, Roth conversions, retirement distribution types, and advice beyond investments.

Date:
Tuesday, February 6, 2024
Time:
2:00pm - 3:00pm Eastern Time
Location:
Community Room (Large), Community Room (Small)
Library:
Hockessin Public Library
Audience:
  Adults  
Categories:
  Jobs, Careers, and Entrepreneurship  
Registration has closed.