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Register for July through December 2024 classes now.
For registration assistance, call our Main Office Monday through Friday 9am-4pm at (352) 861-9751.
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15 Financial Transitions in Later Life NEW!
There are many financial transitions that people face in later life. This class will discuss 15 common financial transitions. Examples of later life financial transitions include switching from saving to spending mode, creating a retirement "paycheck" to pay monthly expenses, required minimum distributions (RMDs), later life investing, increased interest in philanthropy and estate planning, changes in spending patterns and income taxes, health care and Medicare transitions, downsizing and financial simplification, and being a target for financial fraud.
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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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