Financial Planning During Transition

Financial Planning During Transition

The purpose of this Goldy Ventures course is to educate participants on critical financial and process considerations by equipping them with the tools they need to understand and evaluate their current financial situation and create an action plan that ultimately enables them to reduce the stress associated with an employment transition opportunity. Basic planning concepts, including Work vs., Retire comparisons, Retirement Income Needs, Tax Treatments and Pension Maximization are discussed, along with the effective integration of employer financial benefits. This Goldy Ventures course is a great opportunity for personal development in the area of finance.

All Goldy Ventures classes are targeted at groups rather than individuals.