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Course Catalog > Life Planning

Retirement and Your Money: What You Should Know  

“I’m worried about running out of money.” “I need to get my finances organized.” “I want to make sure I’m making good financial decisions.” If you have made any of these statements recently, this class may help you feel more secure. We will cover the basics in each of the six main areas of financial planning: financial position (preparing a net worth statement), insurance (including long-term care), taxes (how to minimize them), retirement planning (Social Security, taking withdrawals, how to know how long your money will last), investments (basics of asset allocation), and estate planning (wills, trusts, etc.). The course is mostly in lecture format with some student participation and optional home assignments.

 

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1250 Siskiyou Blvd.
Ashland, OR 97520
(541) 552-6048
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