Financial Planning: Selected Issues [S-10-22]
| Presenter: | Eleanor Menz |
|---|---|
| Location: | SUNY: Van Housen Extension SB27A |
| Classes: | 5 Sessions 1.0 hours |
| Dates: | Wed 11:00 AM 04/14, 04/28, 05/05, 05/12, 11:30 AM 05/19 |
| Status: | CANCELLED |
Print Info
[No class 4/21; meet instead on 5/19 at 11:30]
Issues covered depend upon the interests and composition of the class. Some possibilities: understanding your Social Security and retirement benefits; planning for long-term care; considerations in selecting an appropriate asset allocation and the rebalancing process, the ins and outs of reverse mortgages; getting your affiars in order (documents that we should all have and how to organize them); tax considerations for seniors.
Eleanor Menz has been a practicing Certified Public Accountant and educator in the North Country for over 25 years. She is also a Certified Financial Palnner TM and Registered Investment Advisor, providing tax-based comprehensive planning services.
Cap: 20