Skip to Main Site Navigation Skip to Top Navigation Skip to Search Skip to Quick Links Skip to Content Skip to Footer Skip To Left Navigation
CSI Coronavirus and CARES Act Information CLOSE ALERT

Retire With Confidence: Your Roadmap to Financial Freedom

Retire

October 22, 2020

06:00 PM - 09:00 PM

Shields 107

$49 (includes one guest at no charge)

Adults

Register

 

RETIRE WITH CONFIDENCE: YOUR ROADMAP TO FINANCIAL FREEDOM

Days: Thursdays

Dates: October 22-29

Time: 6 – 9 p.m.

Location:  Shields 107

Instructor: Brian Scott

Fee: $49 includes one guest at no charge

Retirement is glowing on the horizon. Look closely and what do you see - goals, dreams, a certain lifestyle? You’ve worked hard at your careers.  You’ve saved, perhaps through your business, real estate, and/or investments in a 401(k) or IRA. You’ve anticipated that Social Security and maybe a pension will pay a portion of your way in retirement. You feel like you’re on the right track… but what now? If you were to retire tomorrow, how would you use your assets to begin living in retirement? Do you have enough to fund your entire retirement? How and when should you file for Social Security and Medicare? Do your retirement goals include leaving a legacy? Now is the time to address these and other questions as you lay down your plan for living in retirement.  In this class we will explore topics such as how to create your retirement plan, Social Security, pension options, income investing, annuities, other income generating assets and budgeting for the retiree, investing in retirement, a plan for health care, tax strategies for retirement, and estate planning.  Instructor Brian J Scott, CRPC®, a Magic Valley native, is the owner and founder of Elevánt Wealth and has built a successful practice focused on helping his clients confidently transition into retirement through his unique passion and process for comprehensive and collaborative financial planning.

When:
October 22, 2020
06:00 PM - 09:00 PM
Where:
Shields 107
Cost:
$49 (includes one guest at no charge)
Audience:
Adults
Contact:
Camille Barigar
(208) 732-6288
cbarigar@csi.edu
Links:
CSI Community Education Center