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Comprehensive Retirement Planning Course


Adult Enrichment / Family & Finance -
Adult Fall 25

Experience a comprehensive, 5-hour course, spread over two evenings that touches on a broad array of topics to improve your overall confidence in retirement. You'll cover optimizing distribution choices like social security, pensions, work retirement plans and IRAs, including the power of Roths and how they can be used to reduce taxes. You'll also discuss investing to reduce volatility, when insurance and annuities make sense, and even cover high-level estate planning.

 October 2025 
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 November 2025 
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Instructor

Mark Josephs


Mark Josephs is a Partner and LPL Financial Advisor with True Vision Financial Advisors. He has a master’s degree in finance from the University of Minnesota. Before that, he was a financial risk analyst on Wall Street for Goldman Sachs Group Inc.

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  Mark Josephs


Educational Service Center : Forum
Wed Oct 29 & Wed Nov 5
6:30 - 9:00 PM

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Min Age   18 yr.

$ 49.00
/pair
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  Mark Josephs


Educational Service Center : W41 and W42
Thu Nov 6 & Thu Nov 13
6:30 - 9:00 PM

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Tu
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Min Age   18 yr.

$ 49.00
/pair