Retirees often continue to use a pre-retirement financial plan – such as asset accumulation – and find that it no longer fits their fiscal needs. However, alternatives such as distribution planning can be more complicated and retirees may struggle to understand the particulars, or feel unsure as to whom they can trust.
The College of Charleston partners with reputable financial institutions to blend education with life planning. Our highly qualified instructors will help you to align your finances with your values and make informed decisions about investments and retirement plans.
Explore the programs below and start your journey to successful retirement today!
The College of Charleston is excited to partner with Coastal Financial Planning Group to bring several classes to retirees and soon-to-be retirees in the Lowcountry. We're offering popular courses like Roadmap to Retirement, Relocating in Retirement, and Income Allocation.
Accumulating savings is only one aspect of retirement planning. By blending financial education with life planning, this course – designed by the Financial Educator’s Network – aims to guide you on the path toward your desired retirement lifestyle. Whether you plan to retire 20 years from now, or have just recently retired, the information acquired in this class can help you reap life-long rewards.