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Comprehensive Retirement Planning Course


Adult and Senior / Lifelong Learning -
Senior Program 2025-2026
Experience a comprehensive, 5-hour course, spread over two evenings that touches on a broad array of topics to improve your overall confidence in retirement. You'll cover optimizing distribution choices like social security, pensions, work retirement plans and IRAs, including the power of Roths and how they can be used to reduce taxes. You'll also discuss investing to reduce volatility, when insurance and annuities make sense, and even cover high-level estate planning.

Mark Josephs

Mark Josephs is a Partner and LPL Financial Advisor with True Vision Financial Advisors. He has a master’s degree in finance from the University of Minnesota. Before that, he was a financial risk analyst on Wall Street for Goldman Sachs Group Inc.

 March 2026 
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  Mark Josephs , Nate Pribyl


Lenox Community Center : Rm 110 - Computer Lab
Tue Mar 10 & Tue Mar 17
6:00 - 8:30 PM

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Min Age   18 yr.