Spring 2021: A Course on Advanced Retirement Issues

Spring 2021: A Course on Advanced Retirement Issues

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Please consider attending our upcoming course on Advanced Retirement Issues in Spartanburg, SC at Wofford University. Click here to register.

In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and IRAs. Risk management ideas include ways to pre-fund long-term care. Estate planning ideas include ways to minimize probate fees and other estate settlement costs. Please note: this class is not designed for beginners; students should have a good working knowledge of retirement finance.

Course Sponsor:

Lifelong Learning at Wofford University

Course Location:

Central Methodist Church upper room

Class Dates:

Wednesdays from March 10-April 28, 2021

Class Times:

10 a.m.-11:30 a.m.

Course Instructors:

Dant Goepper has 45 years of experience in retirement wealth management. He is a partner in Goepper Burkhardt, a fee only, fiduciary retirement wealth management firm in Greenville. Bland Burkhardt and Robby Flink will assist with this course.

Course Fees:

If you are new to Wofford Lifelong Learning, you will need a membership in addition to enrollment in this course.

Course Online Registration:

Log on to https://www.campusce.net/wofford/course/course.aspx?catId=12 and follow the instructions for adding a membership and enrolling in the class.

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