An educational course for adults ages 50-75.

ohioNow being held at:
Ohio University Dublin

The Dublin Integrated Education Center
6805 Bobcat Way
Dublin, Oh 43016

 

Upcoming Events:

 

More 2016 Class Schedule Coming Soon!

Class sizes are limited, so register today!
Advanced registration required.

Materials fee $49.

 

Call 1-614-401-5199 with questions and to register.

 

Your Instructor: John R. Deitrick, CFP®. Investment Advisory Service offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.

Course Syllabus – What You Will Learn

Plan well. Retire well. Live well.

  • Understanding All Aspects of Retirement
  • The Process of Retiring Well
  • Understanding Your Goals
  • What’s Important to You
  • Staying Active in Retirement
  • New Opportunities

Investment Planning

  • The Market & Emotions
  • Types of Risk
  • Managing Investment Risk
  • Cash in the Bank
  • Banks and the FDIC
  • Understanding Mutual Funds
  • What are EFTs and Do I Need One
  • Annuities: Four Types
  • Withdrawals and the Market
  • Traditional & Roth IRAs
  • Life Insurance

Income Planning

  • When to Take Social Security
  • What Social Security & Benefit Plan Makes Sense
  • Employer-Sponsored Plans
  • Planning for Inflation
  • How Far Will the Money Go
  • What are Your Retirement Expectations
  • Customized Retirement Calculations
  • What To Do with a 401k
  • Strategies to Withdraw Retirement Income
  • Stretch IRA
Healthcare Planning

  • Overview of Health Insurance in Retirement
  • Medicare Overview & Insurance Premiums
  • Coverage Cost Comparisons
  • Options for Long-Term Care
  • Long-Term Care Insurance

Tax Planning

  • Income Taxes & Inflation
  • Tax Treatment of Investment Strategies
  • New Year, New Taxes
  • Tax Tables
  • Tax Efficiency & Withdrawal Order of Assets
  • IRA to Roth Conversions
  • Investments with Tax Advantages

Estate Planning

  • Reasons to Update Your Estate Plan
  • What Happens if You are Hurt
  • Estate Planning Taxes
  • Is a Will Enough?
  • The Probate Process
  • Creating a Legacy
  • Charitable Giving
  • How to Transfer Assets
  • Is a Trust Right for You?
  • Estate Tax Reduction Techniques

 

 

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