The University of Texas of the Permian Basin

 Class is cancelled.

Please make sure to contact our office, (432) 552-255, to ensure that you receive a full refund.

Financial Strategies for Successful Retirement

 
During this class, you will learn how to:
  •  Diversify your investments to see maximum return potential.
  • Use 401(k) and IRAs to reduce current income taxes and save for retirement.
  • Control your health care cost. 
  •  Find out if you are carrying more insurance coverage than you need. 
  •  Potentially reduce your estate taxes
  • Know which investments work best for you.
  • Transfer your estate to the loved ones and charities of your choice.
The class will also cover seven common financial mistakes and how to avoid making them.
What you will get from this class
  •  Seminar Workbook
  • Personal Financial Fact Finder
  • Optional Retirement Planning Consultation
  • Objective, Factual Information
Dates/Times

Cancelled

Session 1: September 13th, 20th and 27th  ( 6:30 pm - 9 pm)
Session 2:  September 28th, October 5th and 12th (6:30 pm - 9:00 pm)
*Note: Session 1 and Session 2 cover the same material.
Location
  • Library Lecture Hall 001
Cost
The cost of the course is $49 payable at the Accounting Department (432) 552-2706
 
 
Your Instructor
This seminar is presented across North America by financial services professionals. They not only draw upon real life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance. Your local instructor is William Dendy, JD, MBA,CPA,CFP, CLU, Certified Financial Planner Practitinioner, and President of Elite Financial Management. Securities offered through LPL Financial, member FINRA/SIPC.
 
For more information about this course please contact the Continuing Education Department at 432-552-2555 or by e-mail at continuinged@utpb.edu