Category: Personal Finance

retirement

Passport to Retirement

This unique and all-inclusive course focuses on the issues and financial concepts that are important to retirees. In straightforward language, this course explains how to make the most of your savings and investments during retirement.

We will accomplish objectives such as tax-efficient income planning, inflation protection, and providing a legacy. We give you a means with which to address the important investment concerns shared by today’s retirees.

However, money is only one aspect of post-retirement planning. We explore fun and fulfilling activities such as hobbies, travel, sports, crafts, socializing, business ventures and lifelong learning, to help you make the most of your retirement years.

Additional Information

This course includes a 60-page illustrated workbook. Couples or a guest may attend for a single registration fee. Class sizes are limited so register today!

Date

Multiple Available:
Tu 10/10 & 10/17
Th 10/12 & 10/19
6:30 PM – 9:00 PM

Instructor

Joe Winslow

Class Fee

$39

Materials Fee

None

Location

West Valley College, room TBA

Register Now!

Social Security and Medicare

Social Security and Medicare

Learn about many common mistakes people make in signing up for Social Security benefits. Uncover little known strategies that could boost your lifetime benefits and KEY FACTORS you need to know BEFORE applying for Social Security. Don’t lose tens of thousands of dollars in benefits unnecessarily! TIMING COULD BE EVERYTHING!

5 STRATEGIES for Maximizing Social Security Benefits:

  • Work Longer/Earn More
  • Apply at the Optimal Time
  • Coordinate Spousal Benefits
  • Maximize Survivor Benefits
  • Minimize Taxes on Benefits

WHAT IS MEDICARE?
Today’s Medicare has new health plan choices and is more complicated than it was only a few years ago. Understand the four parts of Medicare and the choices for how you get Medicare coverage.

Learn 5 FACTS

  • Medicare is mandatory once you are retired
  • If you don’t sign up for Medicare on time you will pay a late enrollment fee
  • Medicare doesn’t cover everything
  • Your out-of-pocket health costs in retirement will probably be higher that you will expect
  • Medicare doesn’t cover long-term care.

Date

Sept 21, Oct 25, Nov 30
6:30-8:30 PM

Location

West Valley College, room TBA

Register Now!