Allocating your 401K and 403b for Retirement - NEW!
Pioneer High School • 601 W. STADIUM BLVD ANN ARBOR, MI 48103 Organized by Ann Arbor Public School SystemAbout this event
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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