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Finance series targets new tax laws, retirement health care

Emory Report | Feb. 18, 2016

Finance Matters workshops return beginning Friday, Feb. 26, covering personal income tax, life insurance and financial aspects of retirement.

The workshop series from Emory WorkLife Resource Center is specifically designed to educate employees on topics related to personal finances by fostering an understanding of money management principles.

“This series of workshops will address a diverse range of personal finance topics such as dealing with the new tax laws, basic budgeting, managing debt and credit, sustainable income and managing cost for health care in retirement,” notes Aaronnette McFarlin, WorkLife specialist.

The topics were chosen based on feedback from attendees from the fall workshops and suggestions from presenters, McFarlin says.

The following workshops are schedule:

• “Essentials of Personal Income Tax” on Friday, Feb. 26, Room 234 Goizueta Business School, noon to 1:30 p.m., Barry Franklin, CPA, facilitator

• “Getting Fiscally Fit – Life Insurance and You” on Friday, March 18, Room 234 Goizueta Business School, noon to 1:30 p.m., Mark Stevens CPA, facilitator

• “Strategies for a Sustainable Retirement” on Friday, April 1, Room 234 Goizueta Business School, noon to 1:30 p.m., Mark Stevens CPA, facilitator

• “Healthcare in Retirement” on Friday, April 15, Room 234 Goizueta Business School, noon to 1:30 p.m., Mark Stevens CPA, facilitator

For more information about these workshops, contact McFarlin, 404-727-8432.

Visit Finance Matters to register. Registration is not required but is helpful for Emory WorkLife Resource Center planning.