Davidson College - The Prepare Institute: Preparing Americans for Retirement

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Davidson College

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N Main Street
Davidson, NC 28035 United States

August 2020

Prepare Healthcare in Retirement Course – Davidson, NC

August 13 @ 6:00 pm - 8:00 pm
Davidson College, N Main Street
Davidson, NC 28035 United States
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Free

  Contact the instructor at the end of this event to register for this class. Advanced Registration is Required. This class is designed to help retirees and pre-retirees learn: - The basics of Medicare Part A & Part B - How to determine if a Medicare Supplement or Medicare Advantage plan is best in retirement - How to bridge healthcare coverage, if retiring before age 65 - How to avoid the Medicare penalty, if working beyond age 65 - How…

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September 2020

Prepare Retirement Course – Davidson, NC

September 10 @ 6:00 pm - 9:00 pm
Davidson College, N Main Street
Davidson, NC 28035 United States
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$49

  Contact the instructor at the end of this event to register for this class. Day 1 - Thursday September 10, 2020 Day 2 - Thursday September 17, 2020 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks are designed to follow along in class and written in easy-to-understand terms with examples and illustrations to help you learn more about the financial concepts being discussed. Together the…

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Prepare Retirement Course – Davidson, NC

September 15 @ 6:00 pm - 9:00 pm
Davidson College, N Main Street
Davidson, NC 28035 United States
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$49

Day 1 - Tuesday September 15, 2020 Day 2 - Tuesday September 22, 2020 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks are designed to follow along in class and written in easy-to-understand terms with examples and illustrations to help you learn more about the financial concepts being discussed. Together the workbook and class materials provide a step-by-step process to apply your knowledge and will become…

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November 2020

Prepare Taxes in Retirement Course – Davidson, NC

November 12 @ 6:00 pm - 8:00 pm
Davidson College, N Main Street
Davidson, NC 28035 United States
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Free

Contact the instructor at the end of this event to register for this class. Advanced Registration is Required. In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime. This class is designed to help retirees and pre-retirees learn how to: Avoid a 50% penalty tax on your required minimum distributions (…

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Prepare Taxes in Retirement Course – Davidson, NC

November 17 @ 6:00 pm - 8:00 pm
Davidson College, N Main Street
Davidson, NC 28035 United States
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Free

Contact your instructor below to register for this class. Advanced Registration is Required. In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime. This class is designed to help retirees and pre-retirees learn how to: Avoid a 50% penalty tax on your required minimum distributions ( common advisor mistake ) Build…

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December 2020

Contact Us – Prepare Chapter- Davidson, NC

December 31
Davidson College, N Main Street
Davidson, NC 28035 United States
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Welcome to The Prepare Institute - Davidson, NC Chapter Instructor - Shawn Lee Phone - 704-794-4542 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

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