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Course Catalog --> Online Course Catalog Register for July through December 2024 classes now. For registration assistance, call our Main Office Monday through Friday 9am-4pm at (352) 861-9751. ADVANCED SEARCH SIGN IN OR CREATE AN ACCOUNT

Money After 70   

Many Master the Possibilities students are in their 70s (or will be soon), so this class will come at a “teachable moment” for spending decisions, income taxes, and philanthropy. New issues and challenges arise when people reach their 70s. Examples include a higher risk of widowhood, illness, disability, and need for long-term care assistance and increased concern about outliving assets. There are also financial planning issues such as required minimum distributions (RMDs) and opportunities such as qualified charitable contributions (QCDs). Financial topics that septuagenarians need to know are the focus of this class.

 

Money After 70

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Instructor: Barbara O'Neill Members: $10; General Public: $15
 
Course #: FIN109 | Room: Room 4
Day of Week | Date | Time: W   11/6/2024   10:00 AM - 11:30 AM
Seats Available: 20
 

By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit  https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .

If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.

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