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27 Aug
Financial Survival for Retirement


This is a two-part class. August 27 and 29, from 6 to 8 pm both evenings. Cost of the class is $25.

In today's economy, retirement is often an uncertain proposition. This class teaches fundamental retirement principles. Topics include:

Basic Tax Reduction Strategies

  • How to draw income in retirement most efficiently
  • Reduce taxes on IRA/401k withdrawals and social security

Savings Protection from Healthcare Catastrophe

  • Use out-of-favor assets to provide for long-term care
  • How Medicaid planning works and how it can benefit you
  • How long-term care policies really work

Estate Planning Basics

  • Four essential legal documents for retirees
  • Common mistakes made with a Will
  • Do you need a trust?

Protection from Investment Mistakes

  • Where can you find growth, security and income for retirements?
  • Understanding the three phases of your financial life

The Missing Estate Plan: Passing IRAs, 401ks and Other Retirement Accounts

  • How to leave a legacy
  • Roth IRAs, conversion options, and more!

Click HERE to Enroll at

Date and Time

August 27 - August 29, 2019

6:00p - 8:00p CST


Canadian Valley Technolgy Center - Cowan Campus

1701 S Czech Hall Road
Yukon, OK 73099
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