Retirement University

Program Type:

In-Person Program

Age Group:

Adult
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Retirement and Tax Planning Strategies

Like it or not, retirement is approaching. Start being mindful of the future and discover what you need to know in order to retire responsibly. In this class, we will look closely at the impact of recent tax and retirement rule changes and help you become familiar with:

  • social security income planning strategies, including current expenses and income streams
  • relevant topics like Medicare coverage and long-term care
  • tax efficient legacy planning and wills and trusts.

You will leave with more knowledge and confidence about your retirement security.

Presenter Bernie Wrezinski is with the Institute for Financial Education, a group of area financial planners that provide free seminars to the community.

Registration is required and can be completed online below, by calling 309.590.6168, or in person at the Adult Services Desk.

Questions about this program can be emailed to Carol at reference@bloomingtonlibrary.org.