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Planning Your Retirement / Class Funding

Classes Start in September!

About Planning Your Retirement:

What You Will Learn?

  • Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it.
  • How to properly plan for rising healthcare costs, inflation and higher interest rates during retirement.

Who Should Attend?

  • Individuals and couples between the ages of 50 and 70.

Why Now?

  • The 6 basic traditional rules of thumb for retirement may no longer apply.

 

About College Funding:

What You Will Learn?

  • How to navigate the confusion caused by the recent FAFSA deadline changes
  • How to send your child to an expensive private college for less than a state school
  • How to pick the right schools that will give you the best financial aid packages
  • How the U. S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration
  • How to create a plan to pay for college in a failing economy without relying on 529 plans, expensive private student loans or raiding your retirement accounts
  • How to lower your “out- of- pocket” costs and get the maximum amount of financial aid from each school
  • How to increase your college- related tax deductions and tax credits

 

 

 

*If you are interested in a College Funding or Planning Your Retirement Class please click one of the following links below!

Topic / Location Date Time
Tuesday, September 19th &
Thursday, September 21st
Tuesday: 7:00 PM – 8:00 PM
Thursday: 7:00 PM – 8:00 PM
Planning Your Retirement @ Indiana Wesleyan University
Tuesday, Sept. 19th & Sept. 26th
Saturday, Sept. 23rd & Sept. 30th
Tuesday: 6:30 PM – 8:30 PM
Saturday: 10:30 PM – 12:30 PM
Planning Your Retirement @ Xavier University (Cintas Center)
Thursday, October 5th & October 12th
Saturday, October 7th & October 14st
Thursday: 6:30 PM – 8:30 PM
Saturday: 10:30 PM – 12:30 PM
 Planning Your Retirement @ UC Clermont Tuesday, October 10th & October 17th
Saturday, October 14th & October 21st
Tuesday: 6:30 PM – 8:30 PM
Saturday: 10:30 PM – 12:30 PM
Planning Your Retirement @ YMCA Lebanon
Tuesday, October 17th & October 24th
Thursday, October 19th & October 26th
Tuesday: 6:30 PM – 8:30 PM
Thursday: 6:30 PM – 8:30 PM
Planning Your Retirement @ Horter Investment Management, LLC 
Tuesday, October 17th & October 24th
Thursday, October 19th & October 26th
Saturday, October 21st
Tuesday: 6:30 PM – 8:30 PM
Thursday: 6:30 PM – 8:30 PM
Saturday: 10:30 AM – 12:30 PM