Detailed Class Information :: www.AlbanyAdultSchool.org

Instructor: Josephine White
Josephine is a Financial Advisor and works for Merrill Lynch in Berkeley. Her company website can be found here: http://fa.ml.com/tjwhite

Class Description: Retirement Planning
We will cover retirement plans (IRA/Roth IRA, 401(k) rollovers, Stretch IRA), tax saving investments, growing retirement funds while minimizing risk, distribution strategies, long-term care insurance, annuities, social security and more.

All students are eligible to receive a free financial plan from the instructor after the class and by appointment.