The Changing World of Retirement Planning Class Series - Tuesdays
Montgomery County Community College - 340 DeKalb Pike, Blue Bell, Pa
October 6, 2026
to October 13, 2026
DURING THIS CLASS SERIES, YOU WILL DISCOVER HOW TO:
- Evaluate the impact of tax law changes on your retirement
- Determine if you have enough money for retirement
- Use the 3 basic types of retirement accounts to maximize cash flow in retirement
- Evaluate the benefits of a Roth Conversion
- Maximize Social Security income
- Avoid the three basic "pitfalls" of retirement distribution planning
- Reduce or eliminate unwanted expenses or delays with estate planning
Understand if your portfolio is truly "diversified"
My hope for you is that you take away some new ideas that will help you achieve a successful retirement and maybe have some fun along the way.
We will have some great materials for you and a workbook for each class. Class options are below:
Thursdays, October 1st & 8th
Tuesdays, October 6th & 13th
Pre-Registration is Required. We look forward to seeing you in class!