Financial Planning Classes

Kautz Financial is committed to educating our clients in order to gain control of the present, plan for the future and prepare for the unexpected. Register for one of our upcoming classes to learn more.

Retirement By Design- For Adults ages 50 to 70

Retirement by Design is an educational course for adults ages 50 to 70. This bi-weekly class is conducted in a classroom setting, and all attendees will be given a workbook to follow along and take home with them after the class. By attending this course you will learn ways to save and preserve income in order to successfully transition into the next chapter of your life. You will discover how to manage risk in investments and manage tax liability involved with estate planning. You will learn how to implement financial strategies to help elderly parents and family when faced with difficult healthcare decisions. Ultimately, this course teaches you how to evaluate your current financial situation and create a plan that will help you achieve your retirement goals.

Inquire more about our classes by calling this number. (716) 408-0487Classes are $49 per couple.  If you are currently a Kautz Financial client, classes are free for you and a guest.You can register for class by filling out our Registration Form on this page. For payment, we now offer paypal or mail a check payable to APAI into our office.

Retirement Course Registration

Daniel Kautz, instructor

1961 Wehrle Dr., Ste. 9

Williamsville, NY 14221-8460

Hilbert College 

Location

Hilbert College

5200 South Park Avenue

Hamburg, NY 14075

Bogel Hall Room: 150

Next Class Dates: TBD

 


 

University at Buffalo

Location

University at Buffalo

Amherst Campus

124 Center for Tomorrow

Buffalo, NY 14260

CLASS FULL

Course Topics

What retirement looks like

  • An overview of the financial planning process
  • Early retirement considerations
  • Delayed retirement considerations
  • Working during retirement

Retirement Needs, Wants & Budgeting

  • How long can your money last?
  • Inflation and prices
  • How to set retirement goals.
  • Understanding cash flow statements

Pitfalls in Retirement

  • Tax rates and strategies
  • Using credit and debit
  • Taxable investment and transfers
  • Capital gains on investments

Income Sources

  • Understanding IRA’s
  • 401k transfers
  • IRA conversions
  • Defined benefit plans
  • Defined contribution plans

Distributions & Withdrawals

  • Minimum required distributions
  • Direct transfers, rollovers, and transfers
  • Annity income

Investments

  • Stocks and Bonds
  • Mutual Funds
  • Exchange traded funds
  • Annuities

Types of Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Medicare and Medicaid

Estate Planning

  • Taxes
  • Probate
  • Benefits of wills and trusts
  • Gifting