Education

A financial education class to help you plan your retirement

A financial education class to help you plan your retirement

For people ages 45 to 64

Strategies and concepts that may help you plan for a comfortable retirement.

  • Manage your 401(k).
  • Take advantage of recent tax law changes.
  • Choose investments that match your tolerance for risk.
  • Increase income from personal retirement plans.

Financial Strategies for Successful Retirement focuses on how you may prepare for a comfortable retirement. This informational seminar introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.

During this class, these issues will be addressed:

  • Diversifying your investments.
  • Using 401(k)s and IRAs to potentially reduce current income taxes and help save for retirement.
  • Potentially controlling your health-care costs.
  • Determining how much money you’ll need to retire.
  • Finding out whether you are carrying more insurance coverage than you need.
  • Potentially reducing your estate taxes.
  • Understanding sound investment strategies and alternatives.
  • Transferring your estate to the loved ones and charities of your choice.

Locations

Mississippi Gulf Coast Community College

2300 Highway 90

Gautier, MS 39553

Dates and Times

Tuesdays

January 18, 25,

February 1 and 8

6:30 pm to 9:30 pm

Mississippi Gulf Coast Community College

11203 Old Highway 63 South

Lucedale, MS 39452

Thursdays

January 20, 27,

February 3 and 10

6:30 pm to 9:30 pm

Tuition

You may pay your tuition in advance or at the first classroom session. Regardless of when you pay, you must enroll in advance. You may pay with a check or credit card. Credit card payment can be made in person at the first session, through PayPal, or by calling our office at (601) 649-2822. Make check payable to ClientOne Securities. Check may be mailed to:

Rasberry Producer Group, 401 Central Avenue, Laurel, MS 39440.

Tuition costs $59 and includes one workbook. Your spouse or a guest may be enrolled at no extra cost.