Educational Services
Catanzarite Financial Services, Inc. specializes in the coordination and delivery of financial education programs through employers and organizations. Our goal is to provide high-quality, general financial education without any mention of specific financial products or services. The instructors, Anthony Catanzarite and Joseph Catanzarite, are qualified instructors with the Financial Educators Network (FEN). Joe and Tony have taught Retirement Planning Today for over 4 years at IUSB in both South Bend and Elkhart, and also teach through employers and associations. They have over 20 years of combined experience in the financial industry.
Overview of Retirement Planning Today
Retirement Planning Today covers a wide array of retirement and estate planning topics. The goal of the class is to enable participants to make informed decisions as they prepare for the next chapter in their lives. Topics covered include:
Life Planning For Retirement
Retirement Needs and Expenses
Retirement Roadblock & Mistakes
Retirement Income Sources
Retirement Plan Distributions
Investments
Risk Management & Asset Protection
Estate Planning
Classes are taught in the spring, summer, and fall session at IUSB in Elkhart and South Bend. For more information contact the IUSB Continuing Education Department at 574-520-4261 or Catanzarite Financial Services, Inc.
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