Skip to main content
advanced search options ›
Last Viewed

Retirement Readiness Masterclass

ID : 16799   
« back to classes page
ClassGraphic Retirement should be an exciting time, but trying to figure out all the information and variables can be overwhelming. Come spend two nights in our Retirement Readiness Masterclass to better understand the issues and prioritize your next steps.

Most people have many of the same questions...

How can I make sure I don't run out of money?
Should I consider Roth conversions?
How can I decrease the taxes I pay in retirement?
What's the most optimal sequence to withdraw my retirement savings?
How do I coordinate my Social Security filing strategy with my other assets and income?
How can I make sure my investment strategy is supporting MY goals?
Do any of those questions sound familiar?

We will answer these questions and provide clarity on your next steps.

Course Overview:

Night 1 (6:00 - 8:30)
Section 1: Retirement Foundations & Obstacles
Section 2: Medicare, Long Term Care & Insurances
Section 3: Tax Reduction Strategies in Retirement

Night 2 (6:00 - 8:30)
Section 4: Social Security & Income Sources
Section 5: Investing in Retirement
Section 6: Portfolio Distribution Planning

**Couples may attend for a single registration fee.**
Add To Cart » Send to Friend »

Class Details

2 Session(s)
Weekly - Tue

Location
SCF Bradenton (Building 18)

Instructor
Gardner Sherrill 

 

Notice

Please read: 
For assistance with registration, please call 941-363-7264

Fee: 

$49.00

Registration Closes On
Monday, June 2, 2025 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
6/3/2025 - 6/10/2025 Weekly - Tue 06:00 PM - 08:30 PM Bradenton, SCF Bradenton (Building 18)  Map, Room: 114 Gardner Sherrill  Classroom

Other Class Offerings

Retirement Planning Today
ID: 17094

09/24/25 - 10/01/25
Weekly - Wed
2 sessions.

Location
SCF Lakewood Ranch (CIT)

Instructor
Brian Pope

Add To Cart »
Send to Friend »
Retirement Planning Today
ID: 17095

01/27/26 - 02/03/26
Weekly - Tue
2 sessions.

Location
SCF Lakewood Ranch (CIT)

Instructor
Brian Pope

Add To Cart »
Send to Friend »
Retirement Planning Today
ID: 17096

01/29/26 - 02/05/26
Weekly - Thu
2 sessions.

Location
SCF Lakewood Ranch (CIT)

Instructor
Brian Pope

Add To Cart »
Send to Friend »
Retirement Readiness Masterclass
ID: 16800

06/04/25 - 06/11/25
Weekly - Wed
2 sessions.

Location
SCF Bradenton (Building 18)

Instructor
Gardner Sherrill

Add To Cart »
Send to Friend »

You may also be interested in these classes

Recommended Classes

© State College of Florida, Manatee-Sarasota - All rights reserved.
Equal Access/Equal Opportunity