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Financial Planning for Retirees


Course Information

Location: Online Webcast

Individuals who attend this course will be empowered to better manage retirement with detailed information about: retirement income, long term care, social security benefits, annuities and estate planning decisions.

Recommended for this who are already in retirement or planning to retire within the next three years.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.


  • Recognize tax implications of distributions from employer retirement plans and individual retirement accounts
  • Examine options around retirement account rollovers
  • Discover Social Security benefits and eligibility
  • Review long term care policy features
  • Apply strategies to manage a retirement portfolio
  • Assess risk tolerance
  • Identify option when it comes to reverse mortgages
  • Discover the benefits of funeral pre-planning
  • Differentiate important features of five different types of annuities
  • Identify features for inclusion in senior home remodels
  • Ascertain estate planning tips for executors and beneficiaries
  • Discuss many current senior scams and how to avoid them
  • Evaluate steps you should take when choosing financial professionals

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email with the name and date of the class that you would like to attend.