12/5 – Macomb Community College

About this event

The Retirement Education Foundation (REF) is a nonprofit organization dedicated to helping individuals approaching or already in retirement build the financial literacy they need to make informed decisions about their future.

Through our comprehensive retirement education course, offered in person at local universities in Michigan, Missouri, and Pennsylvania, as well as through live virtual classes streamed nationwide, you’ll learn about key financial considerations that can affect your retirement and gain a better understanding of the options available to you.

Topics include:

• Retirement income planning

• Tax planning strategies

• Social Security planning

• Estate and legacy planning

• Health care and long-term care considerations

• Asset allocation through our four-bucket approach

• Factors that influence how long your money may last in retirement

• Developing a disciplined approach to investing

• How to find and evaluate a financial advisor

And much more.

Whether you’re preparing for retirement or already retired, this course provides practical financial education to help you better understand your choices, ask informed questions, and approach retirement decisions with greater confidence.

From Virtual or In-Person Class Available