Success and Significance in Retirement

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Sailboat to Money Island

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.

Instructor Bio:

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.

Recommended Reading:

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.

Photo by Megan Marotta

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.

Follow Beth Nedelisky:

Wealth Manager, CFA, CFP®

Beth Nedelisky is part of the Investment Committee at Marotta Wealth Management and specializes in trust and endowment management. Born in Africa, raised in Europe and married in the USA, Beth understands world markets first hand.

One Response

  1. David John Marotta

    I read in the InvestmentNews article by Mary Beth Franklin entitled, “Helping clients in their search for an encore career“:

    Americans over 50 are the fastest-growing group of new business owners. … For some of your older clients, working during retirement can create enormous opportunities to reduce their income taxes.