|This course provides retirees an easy-to-understand format on important lifestyle and financial issues often faced during retirement. You will learn how successful people deal with life's transitions. A retirement life and how you pay for it is different than when you were working. You will learn for example, how to apply income tax lessons that can enhance portfolio returns. This will allow you to accumulate more or alternatively to spend more, over your lifetime. The course material is presented in two 3 hours sessions which cover: LIfe Planning, Financial Concerns, Investments, Income Sources, Health Care Planning and Estate Planning.
A required 143 page text, cost of $25 (one text per couple) and is payable at the first class. Your instructor is Steve Margulin CPA, CFP, UNM adjunct professor, lifelong learner and practitioner.