Course Description
If you are retired or nearing retirement, there is much that you need to know and understand to create the retirement plan of your dreams. Financial Survival for Retirement helps you understand the fundamental principles of financial planning in retirement. You’ll learn how to better manage and control your investments, increase your monthly income, avoid unnecessary estate taxes, and get information on basic tax reduction strategies.
Thrive financially in retirement and learn how to potentially increase your Social Security, create a plan for lifetime income, manage taxes in retirement and protect and preserve assets so that you can live the retirement you’ve always dreamed of. Learn efficient methods for wealth transfer to your heirs.
New Retirement Rules (including the SECURE Act): Understand how taxes, IRAs, and retirement planning are changing and how it will affect you and your retirement
All students will receive handouts and the opportunity to meet with the instructor for a personal appointment.
Important Information
Approximately one week before the class starts, you will be emailed course location and parking instructions.
Course Fee - $35
Registration and Fees
| Dates / Sessions | Times | Fees |
|---|---|---|
| Financial Survival for Retirement 10/14/2025 & 10/21/2025 Tuesdays 2 Sessions Register Online Notes: course orientation information will be emailed approximately one week before the course starts. |
6:00 PM – 8:00 PM | $35.00 |
| Dates / Sessions | Times | Fees |
|---|---|---|
| Financial Survival for Retirement 10/16/2025 & 10/23/2025 Thursdays 2 Sessions Register Online Notes: course orientation information will be emailed approximately one week before the course starts. |
6:00 PM – 8:00 PM | $35.00 |
| Dates / Sessions | Times | Fees |
|---|---|---|
| Financial Survival for Retirement 11/11/2025 & 11/18/2025 Tuesdays 2 Sessions Register Online Notes: course orientation information will be emailed approximately one week before the course starts. |
6:00 PM – 8:00 PM | $35.00 |
| Dates / Sessions | Times | Fees |
|---|---|---|
| Financial Survival for Retirement 11/13/2025 & 11/20/2025 Thursdays 2 Sessions Register Online Notes: course orientation information will be emailed approximately one week before the course starts. |
6:00 PM – 8:00 PM | $35.00 |
Registration and Payment Notes
We accept online payment via electronic check, VISA, MasterCard, Discover and American Express through MarketPlace,
a secure electronic environment that simplifies business transactions with the university.
Follow the MarketPlace prompts to complete payment. Your transaction is only complete
when you receive an order number, which is your receipt of payment. Your seat is not
guaranteed until payment is received and you receive an order number.
Once you have paid and are enrolled, you'll be emailed location and parking information for face-to-face programs or online
instructions about one week before the program begins.