For several years now we have been teaching a three day class through the Osher Lifelong Learning Institute (OLLI) at the University of Virginia. We are teaching that class again this Spring, 2013, March 7, 14, 21, Thursdays from 11 am-12:30 pm at Meadows Presbyterian Church.
Success and Significance in Retirement: Financial Planning in Retirement
Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life. The best financial planning takes place in the context of personal goals. Designed for people from age 50 to 65, this course covers several challenges in life planning that can benefit from action taken before and upon entering retirement. Strategies to cope with financial issues related to making a graceful transition to retirement are discussed, including how to handle investments; set safe spending rates; navigate retirement benefits, health care, and Social Security; organize estate planning; and manage generational financial planning. As we approach each financial-planning aspect, we keep the focus on making the shift from full-time work to balancing work and leisure and setting goals during midlife. By the end of the course, students will have developed an effective action plan to achieve their life goals.
David John Marotta, CFP®, AIF®, is the president of Marotta Wealth Management and writes a weekly financial column, “Marotta on Money,” for the Daily Progress Charlottesville Business Journal. He has published or been quoted on financial matters in numerous major publications, including The Washington Post, the Los Angeles Times, and Money magazine. Beth Nedelisky, CFP®, is a wealth manager and retirement advisor with Marotta Wealth Management. She co-authors many of the “Marotta on Money” columns.
Anthony, Mitch. The New Retirementality: Planning Your Life and Living Your Dreams—at Any Age You Want, 2008. Freedman, Marc. Encore: Finding Work that Matters in the Second Half of Life, 2008.
Registration began yesterday, Thursday, November 29.