Course Description

Instructors: Brenda Dozier, PhD, CDFA
(5 sessions: Sep 14-Oct 12)

Making the shift from accumulating savings to taking retirement distributions can be challenging -- especially in regards to risk factors: longevity, taxes, inflation, healthcare, and social security. We’ll look at strategies and effective planning to address these risks as well as solutions to reduce taxes and plan for life’s expected and the unexpected. The goal is to sleep well at night during retirement knowing you are not going to outlive your money!

Brenda has a strong desire to help individuals become “money smart� by being in control of their finances throughout all life cycle stages.