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: CANCELLED

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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



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