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Wealth Management for Seniors

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Wealth Management for Seniors

Start
August 14, 2025
End
August 21, 2025
Schedule
2 sessions
#1.
August 14, 2025, 10:30 AM 12:00 PM (EDT)
#2.
August 21, 2025, 10:30 AM 12:00 PM (EDT)
Location
Online

Registration

3 x $2.50 online – $7.50

Wealth Management for Seniors

• Matt Reilly
• Thursday
• 8/14/25, 8/21/25
• 10:30 AM to 12:00 PM
• $7.50

This course emphasizes monetary topics of interest to retired persons, such as taxes, investments, retirement income, credit, and more. By August, we can hope that Congress will have acted upon the proposed changes in the tax laws, especially those affecting senior citizens. While neither a tax lawyer nor an accountant, your instructor would like to pass on what he learned as a lead instructor for the AARP Tax Aide program and counselor-manager at several AARP tax counseling sites. This course utilizes several YouTube clips.

Please do not contact CF personnel about any Senior Learners, Inc. courses. Senior Learners, Inc. is independent of CF. We have the use of a classroom and support the CF Foundation with donations. If you have any questions about our courses or operations, please contact us: info@SeniorLearners.org, (352) 239–8780.