Course Description

Instructor: Brenda Dozier

This class will address some of the key questions faced by adults 50-75 who are actively planning for retirement or those who are already retired, but who value sound advice and self-assessment tools. Some of the Retirement Myths to Debunk: Myth #1: there’s no need to worry about healthcare because of Medicare. Myth#2: your tax bill will disappear in retirement. Myth#3: Annuities are never a good choice for retirees. Myth#4: Social security benefits are tax-free. Myth#5: the 4% withdrawal of my investments will guarantee I do not outlive my money. Myth#6: All financial professionals are fiduciaries.

2-Week Course