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Course Description

Have you asked yourself these important questions about your finances?

  • Will I outlive my money?
  • Will taxes and inflation erode my nest egg?
  • Could my investments be earning more?
  • Are there better ways to manage my taxes?
  • How will I provide for my family and heirs?
  • Which investments are suitable for me at this point in my life?
  • What tax efficient charitable giving strategies work well under the new tax plan?
  • What can I do to preserve my wealth?
  • What does Long Term Care really cost?

Course Outline

About the Instructors:

Nina Lloyd, CFP, CRPC – With 20 years of experience in the financial industry, Nina serves as President and CEO of Opus Financial Advisors and is a Register Representative with FSC Securities Corporation. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Nina works closely with a diverse client base in a fiduciary capacity throughout the Triangle and the Charlotte Metro markets. Nina is a graduate of the University of North Carolina at Chapel Hill, where she majored in Economics and Environmental Studies.

Janna Deegan, CPA – Janna brings a wealth of knowledge and a commitment to financial literacy to the financial planning industry. She received a master’s degree in Accounting from the University of North Carolina at Chapel Hill and became a Certified Public Accountant in 1998. She enjoyed a successful career with IBM as a finance and accounting manager before becoming an investment manager for individuals across North Carolina. Janna is a Register Representative with FSC Securities Corporation and a Financial Advisor at Opus Financial Advisors.

Learner Outcomes

Participants will receive dynamic instruction about various financial concepts and strategies. After attending, you will be better prepared to face financial challenges and enjoy the rewards that retirement can bring. Through examples, exercises, and case studies, you will discover how to position yourself for a brighter financial future while protecting your legacy. This class will provide a skill set enabling you to better:

  • Safeguard your retirement savings
  • Develop a tax efficient retirement income strategy
  • Understand retirement plan rollovers and transfers
  • Preserve wealth and pass it to your heirs and/or charitable causes
  • Assess and prioritize retirement income sources
  • Improve your potential for risk-adjusted investment gains
  • Make informed retirement plan distribution decisions
  • Identify and manage your financial risk
  • Understand the impact of the new tax plan on your family
  • Avoid unnecessary taxes and penalties
  • Protect yourself from potentially devastating costs associated with long term Healthcare

Participants will also receive a comprehensive Financial Planning Workbook as a take-home guide – a valuable reference tool for the future! 

Notes

Cancellation Policy

Cancellation must be received in writing at least one week before the start of classes. You will be issued a refund, less a $10 administrative fee. Please contact Student Services at stuserv@unc.edu.

Alternatively, participant substitutions are welcome. If you cannot attend an event, you can contact us with the name of the individual who will take your place.

In-Person Course

This course takes place in-person at the Friday Center for Continuing Education. 

Note: Our programming policies follow UNC-Chapel Hill Community Standards and are subject to change. In concordance with these standards, masks are optional for in-person courses. See the COVID-19 Community Standards for more information.

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