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Course Schedule

Note that the Money, Retirement & Emotional Well Being Education Series is comprised of eight separate classes covering different areas of retirement planning and investing. There are 5 core classes followed by 3 special topic classes.

To register, call the library directly at 281-488-1906. The Clear Lake Freeman library is located at 16616 Diana Lane, Houston, Texas 77062.


How to Develop Your Retirement Plan

Clear Lake City Freeman Branch Library

Dan Martucci’s discussion topics include retirement risks and needs analysis, retirement income planning and emotional issues faced in retirement.

1/14/2015
6:30-8:00 p.m.


Social Security, Medicare & Long Term Care Planning

Clear Lake City Freeman Branch Library

Christine Walker will provide an overview of these important topics as they relate to your Retirement Plan.  This class is a continuing discussion of the Retirement Planning class.

1/21/2015
6:30-8:00 p.m.

Investing for Retirement Income - Part I


Investing for Retirement Income - Part II

Clear Lake City Freeman Branch Library

Dan Martucci’s Two Part class discussion topics include money management and investment strategies for retirement income, including downside protection, and managing your own pension fund.

1/28/2015
6:30-8:00 p.m.

2/4/2015
6:30-8:00 p.m.

 Retirement Myths & Mistakes

 Clear Lake City Freeman Branch Library

Dan Martucci’s discussion topics include a frank discussion of retirement myths and mistakes that can be avoided.

TBD
6:30-8:00 p.m.

Estate Planning for Retirement

Clear Lake City Freeman Branch Library

Estate Attorney Dean Shearer will discuss estate planning as it relates to your retirement.

TBD
6:30-8:00 p.m.


New Trends in Retirement Investing

Clear Lake City Freeman Branch Library

Dan Martucci will discuss some of the changing trends in retirement portfolio construction and strategies since the Great Recession.

TBD
6:30-8:00 p.m.


Retirement: A Woman’s Perspective

Clear Lake City Freeman Branch Library

Christine Walker will lead a discussion of retirement issues facing women today.

 

TBD
6:30-8:00 p.m.



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