Retirement University

Are you thinking about retirement but find it a bit overwhelming? We invite you to attend the 3-part Retirement University programs presented by SOFA (The Society for Financial Awareness)!

🪪Social Security and Medicare
📅Wednesday, May 7th at 6:30 PM
https://www.wdmlibrary.org/event/retirement-university-holding-date-jen-99535
This session will cover:
🔵Filing strategies
🔵Factors to consider when producing income
🔵Discovering how Medicare works and how it'll be affected during retirement
🔵Learning how to navigate differences between both
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💵Investments & Taxes
📅Wednesday, May 14th at 6:30 pm
https://www.wdmlibrary.org/event/copy-retirement-university-holding-date-jen-99536
This session will cover:
🔵Creating a tax plan
🔵Understanding the different types of investments
🔵Determining when to utilize different investments in retirement
🔵Learning how taxes affect current investments, retirement, income and other areas of retirement
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🏡Long Term Care, Estate Planning and Legacy Planning
📅Wednesday, May 21st at 6:30 pm
https://www.wdmlibrary.org/event/copy-retirement-university-holding-date-jen-99537
This session will cover:
🔵Estate planning misconceptions
🔵Phases of Estate planning
🔵Factors to consider when Estate planning
🔵Estate and LTC eroding factors
🔵Retirement U Recap

You may also like the following events from West Des Moines Public Library:

• This Saturday, 17th May, 01:00 pm, Crossroads: A Journey With The Blues w/ Tina Haase-Findlay and Rob Lumbard in West Des Moines
• Next Thursday, 22nd May, 06:30 pm, AARP Fraud Watch in West Des Moines
• This month, 28th May, 06:30 pm, Introduction to Hand Embroidery in West Des Moines