Rejuvenate Your Retirement® – An Educational Course for Active Retirees

Course Instructor: Daniel J. Murphy, CFP®

Now being conducted at SUNY Orange Newburgh Campus

Locations:

SUNY Orange Newburgh Campus
Kaplan Hall, Room 205
One Washington Center,
Newburgh, NY 12550

Dates & Times:

Thursday, February 13, 2020 and Thursday, February 20, 2020
9:30 a.m. to 12:00 p.m.

OR

Tuesday, February 18, 2020 and Tuesday, February 25, 2020
1:00 p.m. to 3:30 p.m.

This course consists of two 2 1/2 -hour sessions.

Class sizes are limited so register today! Advance registration is required.

Please call us today at (718) 878-7365 to register.
Use COURSE ID: UM37B1 when registering by phone. 

This course focuses on the concerns, issues, and needs of today’s retirees.

Learn How To:

• Determine how many years your retirement savings may last
• Minimize risks and maximize income
• Maximize tax efficiency 
• Evaluate and plan for health care, long term care, incapacity, and end of life decisions
• Plan your retirement income to preserve a comfortable lifestyle 
• Afford travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning
• Discover new ways to stay mentally, physically, and socially active 
• Estimate income from Social Security, your pension, investments and other sources

Course Topics include:

• Transferring longevity risk 
• Calculating annual withdrawal rates
• Risk management strategies
• Social Security strategies 
• Required minimum distributions
• Estate planning & distribution 

This course includes a financial planning and retirement textbook which is easy to understand.