University of Pittsburgh at Greensburg – McKenna Hall Room 138
150 Finoli Drive
Greesburg, PA 15601 United States
May 16
6:15 pm - 7:15 pm
This course is designed to teach you how to organize your assets to prepare for retirement, particularly in times of inflation and market volatility. It will help you determine if you are on track to retire at your desired age or earlier.
SHORT ON TIME? ATTEND BREAKOUT SESSION 1 – Retirement Investment Options & Tax Planning
WHAT WE WILL COVER:
- Optimal investment options specifically designed to help retirees meet their goals
- Should you consider a Roth conversion?
- Asset Preservation in Retirement
- Tax Reduction and Legacy Planning
Thursday, May 16, 2024 6:15 p.m. – 7:15 p.m.