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Retirement Income Planning - OLLI-CSUF Transitions in Retirement Essentials
Start Date: 1/27/2018Start Time: 9:30 AM
End Date: 1/27/2018End Time: 12:00 PM
Event Description:

This informative class will begin with a look at current economic issues, market outlook and the potential impact of your financial retirement goals. You will learn the basic building blocks of investments and investing strategies that will help you  navigate today's markets. Other topics include portfolio construction for retirees and those near retirement, avoiding obstacles to investment success and the impact of inflation and taxes. Learn to protect your portfolio from unexpected risks such as medical needs and develop more efficient wealth transfer strategies. This class is part of the Transitions in Retirement Essentials series from Osher Lifelong Learning Institute at CSUF. The public is welcome at no charge. For more information: 657-278-2446, olli.fullerton.edu, olli-info@fullerton.edu.

Location Information:
Shapiro Wing, Ruby Gerontology Center

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