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Workforce Training & Continuing Education

Retire Empowered

This 3-day informational workshop (afternoon or evening) will share important rules and strategies for collecting Social Security, Medicare planning, Estate planning, Tax planning in retirement, and Retirement income planning.

 

Social Security Planning: The best time to apply - Delayed benefits - Coordinate spousal benefits - Understand survivor benefits - Optimize income sources.

Medicare Planning: Enrollment periods - What Medicare covers- Late enrollment penalties - Medicare and private insurance- Planning for high health care costs- What about long term care.

Estate Planning: What is in your estate - Planning for incapacity - Distribution strategies before and after death - Understanding probate - Why trusts - Ensure your assets go where you want them to go.

Tax Planning: Social Security taxation - Tax free retirement benefits - Strategies to keep more of your hard earned savings - Little known strategies to pay less tax.

Retirement Income Planning: Understand the risks - Identify income sources - Budget in retirement - A proper portfolio - Income distribution strategies - Asset allocation can avoid pitfalls

Courses - Spring 2020

Course
Title
Prerequisite
Course CEEI 0330
Title Retire Empower
Prerequisite
Description This 3-day informational workshop will share important rules and strategies for collecting Social Security, Medicare planning, Estate planning, Tax planning in retirement, and Retirement income planning. Students will meet on 3 separate Tuesdays.

Section List

CEEI 0330-001
Course Type: Lecture
Dates: Feb. 25, March 3 & 10
Days: Tuesday
Time: 2 - 3:45 p.m.
Campus: Miller Campus
Amount: $39 per student plus one guest
Call 801-957-5200 to register
CEEI 0330-002
Course Type: Lecture
Semester: Fall
Dates: Feb. 25, March 3 & 10
Days: Tuesday
Time: 6:30 - 8:15 p.m.
Campus: Miller Campus
Amount: $39 per student plus one guest
Call 801-957-5200 to register

FAQs

The cost covers the all 3 days of the workshop and includes registrant plus a guest.
No, if you are enrolling in non-credit classes, you do not need to be a current student. Simply call our registration office at 801-957-5200 to enroll.
In order to receive a tuition refund, the course must be dropped 24 hours before the course start date.  No refund will be issued after the start date.