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Retirement Planning Today


Adult / Business & Finance -
Winter 2025 - Jan-Apr

This educational course for adults ages 50 to 70 is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. We will teach you the many ways to save for retirement as well as the advantages and disadvantages of each. You’ll discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

 January 2025 
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 February 2025 
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Instructor

Mark Josephs


Mark Josephs is a financial advisor with Ameriprise Financial. He has a Master’s degree in finance from the University of Minnesota. Mark has previous experience working as a financial advisor with Edward Jones Investments and as a financial risks analyst on Wall Street for Goldman Sachs.

6194-IW25A

  Mark Josephs


Education Center : 212 - Large Conference Room (T&L)
Thu Jan 23 & Thu Jan 30
6:00 - 9:00 PM

Su
M
Tu
W
Th
F
Sa


$ 49.00
per pair
6194-IW25B

  Mark Josephs


Education Center : 212 - Large Conference Room (T&L)
Tue Feb 4 & Tue Feb 11
6:00 - 9:00 PM

Su
M
Tu
W
Th
F
Sa


$ 49.00
per pair