Financial Planning: Selected Issues [F-12-21]
| Presenter: | Eleanor Menz |
|---|---|
| Location: | SUNY: Van Housen Extension SB27A |
| Classes: | 5 Sessions 1.0 hours |
| Dates: | Wed 10:00 AM 10/03, 10/10, 10/24, 10/31, 11/14 |
| Status: | CLOSED |
Print Info
NOTE: Because the presenter is at a conference on 11/7, there is no class on 11/7; to make up the time, this class will now start on Wednesday October 3 - same time and place: 10-11am, Van Housen Ext. SB27A. ALSO NOTE: As per the original schedule there is NO CLASS on Wednesday, Oct. 17. (Class dates thus are: 10/3, 10/10, [gap] 10/24, 10/31, [gap] 11/14
Specific issues covered will depend upon the interests and composition of the class. Examples include: Tax Law Changes for 2012, Understanding Your Social Security and Retirement Benefits, Planning for Long-Term Care, Considerations in Selecting an Appropriate Asset Allocation and the Rebalancing Process, Getting your Affairs in Order--documents that we should all have and how to organize them.
LINKS:
- F12 Financial Planning Reading List - Selected Issues in Financial Planning - Resource Listings. (.pdf list developed by Eleanor Menz.)
- F12 Financial Planning Syllabus - topics by date
- IRS Publication 590 - the link that contains the Required Minimum Distribution Tables.
Eleanor Menz has been a practicing Certified Public Accountant and educator in Northern New York for over twenty-five years. She is also a Certified Financial Planner ™ and a Registered Investment Advisor, providing tax-based comprehensive planning services to North Country residents.
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