Attend a Financial Education Event

EVENTS

"Retirement Rules In The New Millennium"
​What You Need To Know

University of Phonenix-Dallas
​2 day class, 2 sessions offered

  1. MAY 5 & May 12 6pm-9pm
    Thursday, May 5th & 12th, 6:00pm-9:00pm
    UNIV OF PHOENIX-Dallas, $49
    This 2-day course, based on academic research, designed for retirees and pre-retirees, examines the issues you will face in retirement. You'll learn how the basic financial 'rules of thumb' have changed, how inflation erodes your buying power over time, how to plan for tax efficient asset allocation, when to take Social Security, how to develop an income plan to address these issues, and more.
  2. MAY 7 & May 14 9am-12:30pm
    Saturday, May 7th & 14th, 9:30am-12:30pm
    UNIV OF PHOENIX-Dallas, $49
    This 2-day course, based on academic research, designed for retirees and pre-retirees, examines the issues you will face in retirement. You'll learn how the basic financial 'rules of thumb' have changed, how inflation erodes your buying power over time, how to plan for tax efficient asset allocation, when to take Social Security, how to develop an income plan to address these issues, and more.
  3. MAY 12 10:30am-12pm & 2pm-3:30
    "SAFE MONEY RETIREMENT PLANNING"
    CITY of RICHARDSON CIVIC CENTER- FREE
    This 90-minute class is designed for new and pre-retirees, and examines the risks faced during retirement. Topics include: tax efficient asset allocation, understanding inflation and why it's ignored, the true costs of various types of investments including mutual funds and annuities, optimizing Social Security, and how a "Safe Money" Retirement plan can prepare you for these issues.
  4. MAY 19 2-3:30pm & 6:30pm-8pm
    "SAFE MONEY RETIREMENT PLANNING"
    CITY of PLANO HAGGARD LIBRARY- FREE
    This 90-minute class is designed for new and pre-retirees, and examines the risks faced during retirement. Topics include: tax efficient asset allocation, understanding inflation and why it's ignored, the true costs of various types of investments including mutual funds and annuities, optimizing Social Security, and how a "Safe Money" Retirement plan can prepare you for these issues.
  5. MAY 24 2-3:30pm & 6:30pm-8pm
    "SAFE MONEY RETIREMENT PLANNING"
    CITY of ALLEN LIBRARY- FREE
    This 90-minute class is designed for new and pre-retirees, and examines the risks faced during retirement. Topics include: tax efficient asset allocation, understanding inflation and why it's ignored, the true costs of various types of investments including mutual funds and annuities, optimizing Social Security, and how a "Safe Money" Retirement plan can prepare you for these issues.
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