Retirement Planning Today for Spring 2014


A course on investments, retirement & estate planning for adults ages 50-70

Pre-registration is required. The cost for this informative seminar is $65. This can be paid by check, cash, or credit card at the time of registration.

 (**VU Employee discount = $35)

This course will be presented at St. Teresa of Avila Hall, 1604 Lincolnway, or 1511 LaPorte Avenue, Valparaiso

 (Directly behind VU campus)


   Tuesdays 

April 1 & 8

   6:30 pm to 9:30 pm   

Wednesdays

March 26 & April 2

6:30 pm to 9:30 pm

In this course, you will learn how to:

  • Evaluate investment risks

  • Use new tax laws to your advantage

  • Access your retirement funds early

  • Take advantage of new opportunities created by Roth IRA legislation

  • Properly allocate assets within your employer retirement plan

  • Select the retirement plan distribution choices that are right for you

  • Transfer the risk of potential financial losses before or during retirement

  • Plan your retirement income to preserve your standard of living

  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

 

Brought to you by Jill Beach, a Registered Principal who provides Securities and Advisory Services offered through Centaurus Financial, Inc., a registered investment advisor. Member FINRA and SIPC. Centaurus Financial, Inc. and Beach Financial Services are not affiliated companies.  This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.  Information relating to securities is intended for use by individuals residing in: California (#0D00715), Florida, Illinois, Indiana, Michigan, and Nevada.

For more information please contact the Office of Continuing Education at:

 Kretzmann Hall 114
1700 Chapel Drive
Valparaiso, IN 46383


Phone: 219-464-5313
Toll Free: 1-800-821-7685
Fax: 219-464-5381
Email: Continuing.Ed@valpo.edu