Financial Strategies for Successful Retirement - Section 2

We’ll discuss the different sources of retirement income and explore maximizing social security, employer retirement plans and IRAs. Learn about required minimum distributions and passing qualified retirement accounts to your beneficiaries.

Lastly, we’ll cover the most common estate planning documents including wills, powers of attorney and health care directives. We will also address revocable living trusts, probate and efficiently transferring your wealth to your beneficiaries.

Section At-A-Glance

Date(s): 4/2/2019 - 4/11/2019
Registration Deadline: 4/3/2019 12:00:00 AM
Fee: $60.00
Estimated Effort: 4.00 Hours/Week
Course Type: In-Person

Meeting Times and Locations

Primary Location - Swain Hall West, Room 220

727 E 3rd St

Bloomington, IN 47405

Locations may change per Meeting



Books for Section

  • Title: Financial Strategies for Successful Retirement
    Author: Voya Services Company