“Planning and Coordinating Your Retirement Course”
Northern Kentucky University:
- Student Union Building on NKU’s Campus. Choose one of two available sessions to attend.
Thursday 4.11.2024 (5:30pm - 8:45pm)
Saturday 4.13.2024 (8:30am - 11:45am)
(Scroll to the Bottom to register)
Meet Your Instructors
Course Curriculum
You Will Learn:
Strategies to protect your portfolio from economic downturns and inflation
The four pillars of retirement planning
How to adjust your risk to fit your life stage
Budgeting and income planning to ensure you don’t outlive your money
How to plan and coordinate your estate to protect your loved ones
How to ensure your peace of mind through healthcare and long-term care
The truth about annuities and whether they are right for you
When to take Social Security
Topics Covered:
Social Security
Medicare and Healthcare
Life Insurance
Annuities
Tax Planning
Long-Term Care
Wills and Trusts
Retirement Accounts
Risk Tolerance
Principle-Protected Investments
Pensions
Stocks, Bonds, and Mutual Funds
*Specific details for your course will be emailed per Registration instructions below. If these dates/times don’t work for you, additional courses are held throughout the year and you can sign-up to receive future updates once available by clicking the “Additional Courses” link above.
Course Registration