SUPPORTING AND EMPOWERING COMMUNITIES THROUGH UNBIASED RETIREMENT EDUCATION
Upcoming Classes
Taxation in Retirement
2-Hour Course
Time: 6:00pm – 8:00pm
Curriculum: Learn how the tax system works, how different types of assets and incomes are treated, and how to become as tax efficient as possible in retirement.
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TAXATION IN RETIREMENT
April 17th, 2025
Davidson College – The Hurt Hub
TAXATION IN RETIREMENT
April 22nd, 2025
Davidson College – The Hurt Hub
Social Security & RMDs in Retirement
2-Hour Course
Time: 6:00pm – 8:00pm
Curriculum: Learn how to develop the proper income distribution plan and then draw from that plan to ensure maximum lifetime income with minimal tax.
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SOCIAL SECURITY IN RETIREMENT
May 8th, 2025
Davidson College – The Hurt Hub
SOCIAL SECURITY IN RETIREMENT
May 12th, 2025
Davidson College – The Hurt Hub
Healthcare in Retirement
2-Hour Course
Time: 6:00pm – 8:00pm
Curriculum: Learn detailed information on healthcare, Medicare, life insurance and long term care to help protect your retirement.
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HEALTHCARE IN RETIREMENT
May 29th, 2025
Davidson College – The Hurt Hub
HEALTHCARE IN RETIREMENT
June 3rd, 2025
Davidson College – The Hurt Hub
Estate Planning in Retirement
2-Hour Course
Time: 6:00pm – 8:00pm
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ESTATE PLANNING IN RETIREMENT
Coming Soon, 2025
Davidson College – The Hurt Hub
ESTATE PLANNING IN RETIREMENT
Coming Soon, 2025
Davidson College – The Hurt Hub