Retirement Income, Taxes, and You! (Online)

You may have a number of income sources to support retirement, but have you thought through the tax ramifications of those income streams? People with the same gross incomes in retirement can end up having very different net incomes. 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. The class focuses on understanding how different sources of income and different approaches can affect after tax income during the lifetime of retirees, and not on any specific products. M. Shannon Dana,a CFP® advisor and practitioner and adjunct professor at the College for Financial Planning, has more than 15 years' experience training other advisors and providing financial planning for individuals. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Western Wealth Management, a registered investment advisor. Colorado Free University, DC & Associates, and Western Wealth Management are separate entities from LPL Financial. The information in this class is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

NOTE: This course will be offered via Zoom. Register now for the class and then the day before class the instructor will send you the link to attend. Look for an email with "CFU Zoom class: Retirement Income, Taxes and You" in the subject line. A good internet connection and a computer or device with a camera and mic are needed.

Dates:July 13, 2021 Check for other dates
Meets:One Tue., 6:30-9PM 07/13 (MT)
Location:ONLINE: Via Zoom
You could save $12.00 on this course by becoming a member of CFU Membership
Notes:Class time is in MT. Good internet connection and a laptop or device with camera and mic is needed. You should download Zoom in advance of class it is free to install, Look for an email from your instructor with the subject line CFU Zoom class for the link. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to, click "Join a Meeting" and enter the meeting ID provided in the instructor's email.

There are still openings remaining at this time.


A valid credit card will be required for payment. Please have your card information ready.

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