Colorado Free University Course Listing and Online Registration

Taxes & Retirement: Tax Efficient Planning

Course Code: 4621AU

Dates: March 19, 2022

Meets: One Sat., 10AM-12N 03/19 (MT)

Location: Colorado Free University in Lowry.

Non-Member: $41.00

Save $12.00 with a CFU Membership


Do you think every dollar counts in retirement? If so, it makes sense to take action now to ensure that you keep as much of your hard-earned money as possible. Tax evasion and legal tax avoidance are very different things. This class explores how you might use different strategies both before and after retiring to make sure taxation does not unnecessarily diminish your retirement income. Learn the steps of tax planning and which tax advantage accounts might be best for you. This class will get you started making a tax efficient plan while taking new tax law into account, so you can minimize how much of your retirement income goes out in taxes. After 35 years as a teacher, Tony Manfredi became vice chairman with Complete Spectrum Financial Services, licensed in life, health, property and casualties, and long-term care. His passion for education remains, and he is eager to empower you with the knowledge you need to look forward to a robust retirement.

Fee: $41.00

Save $12.00 with a CFU Membership

Colorado Free University in Lowry.

CFU is at 7653 E 1st Pl. Denver, CO 80230 (NE corner of Red Cross Way & 1st Pl). From 1st Ave and Quebec St, head east on 1st Ave to the stop sign at Roslyn St. Make a left on Roslyn and then a quick right on 1st Pl, heading east 2.5 blocks (past Red Cross Way) as the parking lot is on the east side of the building. Turn left into the parking lot, once in the lot we are on your left in the 2-story light tan brick building with red tiled roof. If you hit Spruce Street you've gone too far.


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