Selected issues in Financial Planning for Retirees [S-25-35]
| Presenter: | Eleanor Menz |
|---|---|
| Location: | Potsdam Town Hall - Community Room (18 Elm St.) |
| Classes: | 2 Sessions 1.5 hours |
| Dates: | Tue 10:00 AM 03/04, Thu 03/06 |
| Status: | CANCELLEDCourse Update: Course #35 has been canceled for this semester by request of the presenter. We plan on offering it again in the Fall 2025. |
Print Info
We will discuss some of the financial planning needs common to retirees such as: assessing cash flow needs, determining risk capacity and structuring a portfolio that appropriately reflects this, Required Minimum Distributions, Inherited Retirement Accounts, selected current income tax issues, etc.
Eleanor Menz has been a practicing Certified Public Accountant and educator in Northern New York for over thirty years. She is also a retired Certified Financial Planner who provided comprehensive financial planning services to North Country residents.
Cap: 25