The University’s retirement plan consultant, USI, is offering two complimentary seminars on Thursdays, March 19 and March 26.
These seminars are targeted for people age 55+ and will be held offered three times in one day (1 p.m., 7 p.m., 8:30 p.m.) so spouses or significant others may also attend.
The March 19 sessions will be on Estate Planning and the March 26 sessions will be on Managing the Transition to Retirement.
Also attached is a flyer on tax-efficient investing strategies.