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    Financial Education Program - 2011

    PREPARING FOR AND THRIVING IN RETIREMENT
    Presented by John O'Shea, Director, Wealth Planning Strategies, TIAA-CREF
    Wednesday, May 23, 2012
    4:00 p.m. - 5:30 p.m.
    Arizona Health Sciences Center - DuVal Auditorium

    Light refreshments will be served

    Today, retirement is a journey - a time to explore new possibilities, and a time that could last for 30 years, or more. Most people tend to work to the very end - paying little attention to their retirement income readiness. Then, they attempt to make a host of decisions under a tight time constraint. Planning for and thriving in retirement takes time, some research and many well thought-out decisions. This seminar will help you to reach your long-term objective of a financially secure retirement.

    • Work through your retirement needs analysis
    • Understand income options: Withdrawing from taxable and tax deferred accounts
    • New and expiring income tax provisions: Plan for changing rates, deductions and credits
    • Revisit Roth conversions: A smart move, unwise, or much ado about nothing?
    • Estate planning considerations

    Register for this Session »

    BOND INVESTING BEYOND YIELD - A DEEPER DIVE
    Presented by Howard Spielberg, Regional Brokerage Consultant, Fidelity Investments
    Tuesday, June 5, 2012
    4:00 p.m. - 5:30 p.m.
    Arizona Health Sciences Center - DuVal Auditorium

    Light refreshments will be served

    Should you consider adding bonds to your portfolio? Why invest in bonds if interest rates are rising? Debunk the myths of individual bond investing. Attend a seminar for investors who want to get more from their bond investing:

    • Learn about current key economic and credit market trends
    • Dive deeper in bond search and research - going beyond yield
    • See how different bond investing strategies can be used to build a bond portfolio

    Register for this Session »