“Retirement Planning Today” is designed for adults ages 50 to 70 and led by Todd Halterman, a securities and investment advisor and president of Pacific Crest Planning Inc. in Kennewick.
“In today’s environment, it never has been more important for an investor to be educated and informed,” Halterman said. “This two-part course brings a lot of practical, real-life answers to the questions people have about retirement planning.”
Attendees will learn how to:
Determine the amount of money needed to retire.
Create goals for a “successful” retirement.
Eliminate debt and improve cash flow.
Properly convert an IRA to a Roth IRA.
Select a retirement plan distribution.
Plan retirement income that preserves a comfortable standard of living.
Transfer the risk of potential financial losses before or during retirement.
Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning.
Two sessions are being offered in late January and early February. Each session meets twice at WSU Tri-Cities in Room 210 upstairs in the Consolidated Information Center, 2770 University Drive, Richland.
Session B meets on Tuesdays, Feb. 2 and Feb. 9, from 6:30 to 9:30 p.m.
The cost is $69 and each attendee may bring a spouse or guest at no additional charge, although only one workbook is provided with the tuition. Advance registration and payment is required. Seating is limited.
Register by calling WSU Tri-Cities at 509-372-7606, contact Jo Kostoff at jkostoff@tricity.wsu.edu, or visit www.tricity.wsu.edu/retirementplanning to register online with a credit card or to download the registration form.
