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07 May
The Changing World of Retirement Planning


Due to COVID-19, this class will be rescheduled.  Thank you for your understanding.

Steve and Traci are excited to present the Changing World of Retirement Planning course. Topics covered in this class include Retiring in the 21st Century, Tax Rate Risk, Retirement Distribution Planning, Estate Planning, Maximizing Social Security, Mitigating Market Loss, Retirement Distribution Pitfalls, and Long-term Care Planning. Instead of focusing on a specific strategy or topic, this course takes a more comprehensive view of your retirement. This broad-based approach lays a foundation for proactive planning in an updated 21st century context. As part of this course, you will receive a two volume set of workbooks with examples and illustrations to reinforce the concepts discussed. Couples and individuals who are developing a retirement plan, nearing retirement, or recently retired will find this course relevant. There is a difference between taking your financial cues from media outlets and learning the basics of retirement planning from trusted, reliable and unbiased professionals. This course is designed to give you a comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.

Date and Time

May 7 - May 14, 2020

6:00p - 9:00p EST


Zane State College

1426 Newark Rd
Zanesville , OH 43701


Zane State Advanced Science and Technology Center (ASTC), room 217

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