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Course Description

Our short Financial $ense Workshops on focused topics will help you to take stock and get on your financial fitness on track. We will look at important financial areas to assess when planning for retirement and savings strategies to ensure your income after leaving the workforce. You will be able to look forward to the next chapter with peace of mind.

Each workshop section focuses on a specific topic, and topics vary by term.
Register for each section individually, based on your interest.

 

Course Outline

Fall 2019 subjects include:

The Cost of Investing (September 30, 2019)
With a seasoned financial planner as your guide, you will develop an understanding of the considerations and costs that might impact your financial investments. Uncover the hidden, obscure, and sometimes overlooked fees that could affect your return. Learn how to select and work with an investment advisor with more confidence and clearer communication of your financial needs and investment goals; you also will discover alternative investment options with potentially lower costs and increased return potential.

Understanding your 401K & IRA (November 6, 2019)
Take a proactive approach to plan for your retirement income and learn how an IRA (individual retirement account) can be an essential tool in your investment plan. This short course will explain the difference between a traditional and Roth IRA, how they each work, as well as their unique benefits and disadvantages. We'll focus on the tax advantages of these tools, but we will not address specific investment selections or strategies. Designed for anyone interested in learning more about these financial tools, and no prior knowledge is required to join us.

Create Your Pre-Retirement Checklist (November 13, 2019)
If you are contemplating or approaching retirement, this workshop will provide a checklist to guide your planning and preparation. Review the important considerations and calculations that you will need to transition to a successful "work-optional" lifestyle.

 

 

 

 

Recommendations

  • Online registration closes at 6 p.m. the day prior to the start of the class.
  • For late registration options, please contact SMU Lifelong Learning at 214-768-2273 for assistance.
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