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Rejuvenate Your Retirement

Course number : PERFI12    Section number : 03
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A financial planning educational course for those who are already retired.

Course topics include:

  • Calculating whether you should convert your IRA to a Roth IRA
  • Maximizing tax efficiency under the new 2018 tax policy changes
  • Evaluating and planning for health care, long-term care, incapacity and end-of-life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve a comfortable lifestyle
  • Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning
Couples may attend for a single tuition cost but must register at the same time.  

Class Details

2 Sessions
Weekly - Tue

Looft Hall

Matt Green 

CEUs : 0.5



Registration Closes On
Friday, October 11, 2019 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/15/2019 - 10/22/2019 Weekly - Tue 9:30 AM - 12:00 PM Council Bluffs, Looft Hall  Map Matt Green 

Other Class Offerings

Rejuvenate Your Retirement
ID: 37

10/10/19 - 10/17/19
Weekly - Thu
2 sessions.

Looft Hall

Matt Green