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This two-night course covers:

  • Life Planning for Retirement Needs and Expenses
  • Retirement Mistakes, Retirement Income Sources, Retirement Plan Distributions
  • Investments (stocks, bonds, cash equivalents, annuities, mutual funds, and asset allocation)
  • Risk Management & Asset Protection (health, disability, life, and long-term care insurance, Medicare/Medicaid)
  • Estate Planning (planning for incapacity, distributing assets at death, wills, living wills, durable powers of attorney, gift and estate taxes).

Every student receives a 235 page Financial Strategies for Successful Retirement Workbook!

Dates

Tuesdays, September 6 and 13, 6:30-9:30 pm
Thursdays, September 8 and 15, 6:30-9:30 pm

Participants should register no later than two days in advance of the start of each course for the Tuesday OR Thursday classes.

Locations

Tuesday Classes, September 6 and 13

Crowne Plaza Hotel
401 South Van Brunt Street
Englewood, NJ 07631

Thursday Classes, September 8 and 15
Crowne Plaza Hotel
50 Kenny Place
Saddle Brook, NJ 07663

Fees

  • $49.00 for the selected Tuesday or Thursday evening classes (spouse/partner welcome at no additional charge)
  • $39.00 Ramapo College students, employees or alumni
  • $29.00 An additional workbook for partner

The College reserves the right to change costs, dates and procedures at its discretion.

REGISTER ONLINE

Contacts:

For further information about the Financial Management Workshops offered through Ramapo College’s Center for Innovative and Professional Learning, please contact:.

Center for Innovative and Professional Learning (A-216)
Ramapo College of New Jersey
505 Ramapo Valley Road
Mahwah, NJ 07430
Phone: (201) 684-7370
Fax: (201) 684-7277
E-mail: cipl@ramapo.edu

CONTACT US