Rejuvenate Your Retirement® – An Educational Course for Retirees

Course Instructor: Daniel J. Murphy, CFP®

Sponsored by Dutchess Community College

Locations:

Dutchess Community College
53 Pendell Road, Poughkeepsie, NY 12601

Dates & Times:

Thursday, September 28, 2017 and Thursday, October 5, 2017
9:30 a.m. to 11:30 a.m.
Bowne Hall—Room 122

OR

Tuesday, October 3, 2017 and Tuesday, October 10, 2017
1:00 p.m. to 3:00 p.m.
Bowne Hall—Room 122

This course consists of two 2-hour sessions.

Learn How To:

• Identify the primary threats to your retirement savings
• Plan your retirement income to preserve a comfortable lifestyle
• Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning
• Align your investments with your attitudes, risk tolerance and objectives
• Apply strategies designed to increase Social Security retirement benefits
• Calculate whether you should convert your IRA to a Roth IRA
• Maximize tax efficiency of withdrawals from mutual funds and IRAs
• Evaluate and plan for health care, long-term care, incapacity and end of life decisions