Retirement University
This On-Campus Program Offers:
- Important education on the physical, emotional, and financial aspects for men and women approaching retirement
- A workbook with examples to follow along during the class
- Worksheets, checklists and other tools to help you plan
- An optional consultation with your instructor to answer specific questions
Location Dates & Times:
Seton Hall University
400 South Orange Ave.
South Orange, NJ 07079
Held in Sponsorship with Seton Hall Athletics
Class Dates:
Wednesday, February 27th and Tuesday, March 5th, 2019
6:30pm to 8:30pm
Who Should Attend:
Whether you're seeking to become more active in your retirement, develop a sense of purpose or become more knowledgeable about your financial position, Retire-U offers something for everyone to learn.
Outline of What You'll Learn:
Your Lifestyle
- The retirement transition
- Planning activities to stay well
- Implement your plan
Your Finances
- Financial planning changes at retirement
- Making your mooney last
- What's my number? How much do I need in retirement?
Your Income
- Sources of income (IRAs, Pensions)
- Required minimum distributions (RMDs)
- Roth IRAs vs. Traditional IRAs
- Maximizing Social Security
Your Estate
- Key documents you'll need
- Choosing an Executor
- Estate Tax reduction strategies
Your Health Care
- Medicare basics
- Planning for long-term care
- Long-term care insurance
- Elder Fraud
Your Investments
- Your personal risk tolerance
- Risk management strategies
- Hiring a professional
Your Instructor:
Your instructor is Michael P. Leanza, ('89/'91) CFP®, A Certified Financial Planner™. Financial planning services provided by The GenWealth Group, a Registered Investment Advisor.
Advance Registration Required (class size is limited to 20 students)
Call 973-577-7083 to register
Tuition: $39.00. You may bring one guest at no additional charge. Tuition includes one workbook.
100% of all tuition fees collected will be donated to Seton Hall University Pirate Blue Athletic Fund
Enter your contact information below and a member of our registration team will contact you to confirm your seat.
