Planning for a Fulfilling Retirement
When: March 16 – April 6 (four sessions) 7:00 – 8:30 PM
Where: 109 State College High South Bldg.
Register: 1.814.231.1062 or firstname.lastname@example.org
When you register, use code W-30
Do you want to live your retirement years to fullest? Do you have enough money to live comfortably throughout your retirement? You will learn how to define the life you want, determine the income you will need and manage your money to reflect your goals and values. Our priority is to teach you how to make informed decisions about your retirement life style, investing and minimizing your tax liability. We will discuss 403Bs, TIAA-CREF, business retirement accounts, IRAs, Roth IRAs, and conversion strategies. You also will develop a better understanding of estate planning techniques to reduce or eliminate taxes.
Robin Anderson is a Professional Life Coach with more than twenty years of experience a a mentor and coach. She specializes in helping women awaken their hidden power, evolve their long-buried dreams into reality, and become a dazzling display of their inner fire. She is a recognized facilitator and speaker. Robin retired from Penn State in 2009 after a twenty-three year career in management/senior management in communications, marketing and public relations for a large IT organization.
David Panko has been an Investment Advisor since 1986, specializing in retirement planning for individuals and managing retirement plans for business. He is a licensed General Securities Principal, FINRA Chairman Arbitrator, Chairman of the Board of Financial Planning Association of Central PA and owner of Panko Wealth Management. He has taught investment courses for the State College Area School District for 23 years.