SCC Retiree Education Class to Address Investment, Tax and Estate Questions
What are some of the factors to consider before seeing an attorney for a living trust? How can you self-insure for long-term care? What should you do with your required minimum distribution from your IRA?
These and other pertinent financial questions for retirees will be addressed in an upcoming Sandhills Community College Continuing Education course.
The class begins Thursday, Aug. 31, at 3 p.m., in room 211 of the Van Dusen Building on campus.
The instructor is Noelle Granville, a financial planner and certified senior adviser with Granville Financial Planning in Pinehurst.
The class will meet on Thursday afternoons for five sessions, from 3 to 5 p.m., through Sept. 28.
In addition to exploring techniques of financial planning and selecting investments, Granville will emphasize several areas that are especially critical during retirement years: preservation of capital, maintaining adequate liquidity, income generation, estate planning techniques, reducing income taxes, long-term care planning and end-of-life planning.
The course will introduce new retirees in the area to special features of North Carolina income tax laws and North Carolina estate and probate laws.
Guest speakers will include an estate attorney and a certified public accountant.
The registration fee for this class is only $25. There is no charge for people age 65 and over.
Register by calling 695-3926.
Registration will continue until the first class meeting on Thursday, Aug. 31, at 3 p.m.
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