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Financial Strategies for Successful Retirement
Secure Your Legacy
Financial Strategies for Successful Retirement

Sponsored by Otterbein University's MBA and Adult & Transfer Programs

Course Agenda

Financial Basics

  • Retirement income: perception and reality
  • Nine reasons people fail financially in retirement
  • Using credit wisely
  • Making your money last


  • Emergency reserves
  • Stocks
  • Bonds
  • Mutual funds
  • Tax-deferred annuities
  • Asset allocation

Estate Planning

  • Importance of estate planning
  • Distributing assets at your death
  • Joint ownership
  • Trusts
  • Wills
  • Probate
  • Taxes and your estate

Your Retirement Income

  • Sources of retirement income
  • Social Security and you
  • The value of tax-deferred contributions
  • Personal retirement plans
  • Traditional IRAs
  • Roth IRAs
  • Taking money out of employer retirement plans

Risk Management

  • Ways to manage risk
  • Health insurance and Medicare
  • Long-term care
  • Company benefits
  • Types of life insurance

Each session consists of four class.
Choose either Tuesdays or Wednesdays.

Tuesdays | Oct. 13, 20, 27 and Nov. 3
Wednesdays | Oct. 14, 21, 28 and Nov. 4

All class times are 6:30-8:30 p.m.
Tuition is $89 per couple.

Register here.

For questions, please contact Mark Moffitt at mmoffitt@otterbein.edu or 614.823.1108.

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