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retirement classes


Note: Please click on the class title to see the full class description, on the instructor's name to see the bio, or on the location to get directions.

 

 

 
A successful retirement requires clear goals, careful planning and diligence.  This seminar will discuss what you should be considering as you approach retirement including: determining which accounts to withdraw from first to fund your lifestyle, tax considerations you should be speaking to your CPA about now, how Social Security income should fit into your planning and how to examine the effects that changes in your situation have on how your assets are invested.

740008

Instructor : Eleanor Galt-Lin 

Tuition: $39.00

Schedule : Weekly - Tue 6:30 PM - 8:30 PM; 2 sessions; starting 4/18/2017, ending 4/25/2017

Location : Montclair, MPL - Bellevue Branch Location : 
  Montclair, MPL - Bellevue Branch.

Materials Cost: $0.00

Call 973-744-0500x2224 to register


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In preparing for one’s retirement expenses one needs to realize that one of the largest expenditures during one’s retirement years could end up being the cost of health care. From co-pays to deductibles to Long Term Care to dental expenses one needs to plan for those expenses in their budgeting for retirement. The average couple could have upward of $250,000 of out of pocket medical expenses during their retirement years.

740011

Instructor : Judith Lutzy 

Tuition: $25.00

Schedule : Weekly - Thu 7:00 PM - 8:00 PM; starting 4/27/2017, ending 4/27/2017

Location : Montclair, MPL - Main Location : 
  Montclair, MPL - Main.

Materials Cost: $0.00



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