event logo
February 07, 2023

Allocating your 401K and 403b for Retirement - NEW!

Pioneer High School • 601 W. STADIUM BLVD ANN ARBORMI  48103 Organized by Ann Arbor Public School System

About this event

Description

Ages: 18 - Adult. In this informative class retirees and soon-to-be retirees will learn how to make the most of their 401K’s in retirement. You will learn the advantages and disadvantages of different types of retirement plans, find out how to distribute income from your retirement plan, what to watch out for when Required Minimum Distributions are approaching, and the impact of inheriting a 401K versus an IRA has on beneficiaries. Instructor: Patrick Shope is a financial advisor serving the specific needs of retired and soon to be retired investors. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Shope and Associates, LLC is independent of Sigma Planning Corporation. 1 class.


Rec & Ed classes follow AAPS COVID & Health Guidance.
Residents in the AAPS district boundaries ages 65+ may be eligible for a 25% discount off one class per term. Registration must be completed over the phone (734) 994-2300 ext. 0, Monday-Friday between 8am-5pm. Please click on the following link for more information: Senior Adult Discount Policy

Grades

Adult

Location

PIONEER ROOM D203 at Pioneer High School

Instructor

Patrick Shope

When

February 07, 2023

6:00 PM to 8:00 PM

Tuesday

Add to calendar

Age and Gender

Ages 18-99 · Co-Ed

Location

Pioneer High School

601 W. STADIUM BLVD ANN ARBORMI  48103

View Map

Show More Show Less

Sessions

Allocating your 401K and 403b for Retirement - NEW!

$25.00
Register

More events from this organizer