Financial Planning During Retirement

When:
Saturday, Nov 11, 2023 1:00p -
3:00p

Where:
CCAE
42 Brattle Street
Cambridge, MA 02138

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Admission:
$55

Hosted by:
...
ccae Cambridge Center for Adult Education

Categories:
Business & Professional, Classes

Event website:
https://ccae.org/classes/offering/2543/financial-planning-during-retirement-in-person

This class is for anyone already retired or planning to do so in the next few years. You will learn about investment strategy and determining how much risk to take, which assets to draw down first, the importance of minimizing fees, Social Security claiming strategies, the role of annuities, a safe level of spending, reverse mortgages, Medicare surcharges, and whether long-term care insurance makes sense. Instructor: Jimmy Becker


This class will meet in person.

 

Cambridge Center for Adult Education (CCAE) offers online and in-person classes in subjects including World Languages, Visual Arts, Food & Wine, Humanities, Performing Arts, Life & Wellness, & Business & Technology. All upcoming classes can be found at ccae.org.


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