RICHLAND, Wash. Plan ahead for your retirement with hands-on lessons during an educational course at Washington State University Tri-Cities.
“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 October. Each session is held at WSU Tri-Cities in the Consolidated Information Center, 2770 University Drive, Richland.
Session A meets 6:30 to 9:30 p.m. on Thursdays. Oct. 1 and Oct. 8.
Session B meets 9 a.m. to 12 p.m. on Saturdays, Oct. 3 and Oct. 10.
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.
The educational course is co-sponsored by WSU Tri-Cities and the student-run Tri-Cities Business Club.
WSU Tri-Cities is located along the Columbia River in Richland, Wash. Established in 1989 with upper division and graduate programs, WSU Tri-Cities offers 17 baccalaureate, 13 master’s and six doctoral degree programs. The campus added freshman and sophomore courses in fall 2007 to become a full four-year public university, extending the WSU land-grant mission of providing affordable, accessible higher education.
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