Retire U

Learn to Retire Ready!

This On-Campus Program Offers:

• In-depth education on the physical, emotional and financial aspects of retirement

• A workbook with examples to follow along during class

• Worksheets, checklists and tips to keep you on track as you plan

• An optional consultation with your instructor to answer specific questions

Location Dates & Times:

Thursdays October 3rd and 10th, 2019 6:30pm to 8:30pm

Seton Hall University --Bethany Hall

400 South Orange Ave. 

South Orange, NJ 07079

Who Should Attend? This class is great for anyone contemplating retirement or if you're currently retired and want to develop a sense of purpose and become more knowledgeable about your financial positon.

Retire■U offers something for everyone to learn. Here’s an outline:

Your Lifestyle

• The retirement transition

• Planning activities to stay well

• Implement your plan

Your Estate

• Key documents you’ll need

• Choosing an Executor

• Estate Tax reduction strategies

Your Finances

• Financial planning changes at retirement

• Making your money last

• What’s my number? How much do I need in retirement?

Your Health Care

• Medicare basics

• Planning for long-term care

• Long-term care insurance

• Elder Fraud

Your Income

• Sources of income (IRAs, Pensions)

• Required minimum distributions (RMDs)

• Roth IRAs vs. Traditional IRAs

• Maximizing Social Security

Your Investments

• Your personal risk tolerance

• Risk management strategies

• Hiring a professional

Your instructor is Michael P. Leanza, (‘89/’91) CFP®, A Certified Financial PlannerTM. Financial planning services provided by The GenWealth Group, a Registered Investment Advisor.

Advance Registration Required (class size is limited to 20 students) Call 973-577-7083 to register or ONLINE at www.regonline.com/retireu

Tuition: $39.00 You may bring one guest at no additional charge. Tuition includes one workbook.

100% of all tuition fees collected will be donated to Seton Hall University Pirate Blue Athletic Fund.