The University of Tennessee at Martin is sponsoring a retirement planning workshop later this month in Bartlett for people interested in learning about the six elements of estate planning.
The in-depth, six-hour course will be offered in two, three-hour sessions on Thursdays, Aug. 28 and Sept. 4 from 6 p.m. to 9 p.m. at the Bartlett Performing Arts & Conference Center.
No specific products or investments are discussed in this educational course, which is offered through the UT Martin Office of Extended Campus and Online Studies.
Topics for the course will include:
- Creating your retirement
- Assessing retirement costs
- Evaluating income sources
- Investing for the future
- Protecting your health and wealth
- Receiving funds from your retirement plans
- Managing your estate distribution
Patrick McDowell, an investment advisor with the regional wealth management firm of Radian Partners, LLC, will be the instructor. Registration is $59 for two people and covers instructional materials, including a 134-page textbook.
To register, contact UT Martin at (731) 881-7082 or register online. Seating is limited.
