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 seeking to minimize taxes at retirement.
Student praise for this course: "John Fawaz is a good instructor. Recommend you take this course years before you retire."
Dates: September 17th and 24th, 2024
Meets: Tuesday from 6:00 PM to 8:00 PM both days
Location: UT Conference Center, downtown Knoxville