Pathways to Retirement


Course number : XBAF 503    ID : 14120    Section Number : 020

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Pathways to Retirement is a comprehensive financial planning course developed to educate you on how to best prepare for and execute a successful retirement. In this 6-hour course, you will explore topics such as how to assess the cost of retirement, determine your retirement income sources, manage investment risk, and prepare your estate for your heirs. You will also discover information to help you address the effects of inflation, manage your tax liability, and prepare for the need of long-term care.
Registration includes the textbook containing examples, case studies, and exercises.

Course Instructors are:  Steven H. Howell, CPA, CFP®, MBA and Richard Heckard, CPA
 
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Class Details

1 Session(s)
Weekly - Sat

Location
York Technical College (Main Campus)

Instructor
Kimberly Massey 

CEUs : 0.4

 

Notice

Please read:  -Participants are allowed to bring their spouse with their single registration. Please email CEAdmin@yorktech.edu to register your spouse.

Tuition: 

$59.00

Registration Closes On
Saturday, January 24, 2026 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
1/24/2026 - 1/24/2026 Weekly - Sat 09:00 AM - 01:00 PM Rock Hill, York Technical College (Main Campus)  Map, Room: C-128A Kimberly Massey  ClassRoom

Other Class Offerings

Pathways to Retirement
ID: 14119

01/20/26 - 01/27/26
Weekly - Tue
2 sessions.

Location
York Technical College (Main Campus)

Instructor
Kimberly Massey

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