If retirement is a reality or on the horizon, this course prepares you for the challenges ahead. Topics covered in depth include social security, Medicare benefits, taxation, investments, asset allocation, and pension maximization. The primary focus of this course is to make sense of your investments and help you design a sustainable retirement income strategy while minimizing taxes at retirement.
Student praise for this course: "John Fawaz is a good instructor. Recommend you take this course years before you retire."
Dates: October 17-24, 2023
Meets: Tuesday from 6:00 PM to 8:00 PM
Location: UT Conference Center, downtown Knoxville