Financial Strategies for Successful Retirement
The Raj Soin College of Business and the Department of Finance and Financial Services work with the KSR Advisory Group of UBS Paine Webber to provide a four-week seminar that provides the financial information you need to prepare for a comfortable and secure retirement.
Two sessions are scheduled: Thursday sessions will be April 21, 28 and May 5, 12; and Wednesday sessions will take place May 4, 11, 18, 25. Time and place for both sessions are 6:30 p.m. – 8:45 p.m. in Room 145 of the Russ Engineering Center on the Wright State campus.
Travis King, Tony Schock, and Brian Rathbun, three WSU alumni and principals of the KSR Advisory Group, donate their time to conduct the sessions.
Topics to be covered include how to protect assets and income, creation of an estate plan, retirement lifestyle options, and tax law benefits.
Cost of the program is $69 for prepaid registration and $79 at the door. All net proceeds go to support the Daniel J. Kaufman Memorial Scholarship Fund.
For more information, contact: Tammy Wall (937)-775-1100 at the Kettering Center for Continuing Education.
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