Registration Open

Finances

Shaping your future

Description

Taxes in Retirement

This class will cover different planning strategies that help reduce taxes. It will also discuss the taxation of different retirement account types, how income tax brackets could change, current tax law versus proposed tax law, and whether or not Roth conversions could make sense for you.

Estate Tax Planning 

Helping people understand how to protect and structure their wealth to plan for now and for future generations. Helping people understand the value of Trusts, Wills, Powers of Attorney, and Healthcare directives. How does one avoid probate?

Social Security

Helps people answer the following common Social security questions: How does social security work? How do I know when to draw social security? Should I draw my benefit early, later, or when I am Full Retirement Age? Will social security run out? Other Tips and Tricks to consider before starting social Security!

Refund Policy

Individuals are responsible for canceling their registration should they not be able to attend. Refunds will not be issued for non-attendance. Cancellations received before the first day of class will receive a 100% refund. No refunds, in whole or in part, will be given on or after the first day of class.
Click here to learn more about our Refund Policy.

Instructor

Austin Beard holds a M.Acc., Accounting and a B.A., Accounting from Utah State University. He also actively holds the designation as a Certified Financial Planner™.

He currently works in the financial advising industry for a fee-only firm. He focuses on helping people meet their personal financial goals through strategic financial planning and investing. Before working in the finance realm, he helped with tax preparation and planning at a CPA firm.

Austin is married to Jordan Beard and has one daughter with another child on the way. He enjoys going to sports activities and being with his family!

How to Register

Price: $10

Location: Main Building, Room 840

Date: See Below

Time: See Below

Registration Code

Taxes in Retirement

Class Dates Day Time Code Cost
June 5 Thurs 2 - 3 pm CE52 0022 07 LC $10

 

Estate Tax Planning

Class Dates Day Time Code Cost
June 6 Fri 2-3 pm CE52 0022 08 LC $10

 

Social Security

Class Dates Day Time Code Cost
Wed 6 - 7:30 pm CE52 0022 06 LC $10

 

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Our Mission

The mission of the Bridgerland Technical College is to deliver competency-based, employer-guided career and technical education to both secondary and post-secondary students through traditional and technology-enhanced

methodologies. This hands-on technical education provides occupational education, skills training, and workforce development to support the educational and economic development of the Bear River Region. 

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Hours of Operation

Logan Campus - Main
Telephone: 435-753-6780

Student Services
Monday: 8 am - 4:30 pm
Tuesday: 8 am - 6 pm
Wednesday: 8 am - 6 pm
Thursday: 8 am - 4:30 pm
Friday: 8 am - 4 pm
Sat/Sun: Closed

 

Brigham City Campus
Telephone: 435-734-0614

Student Services
Monday: 7:30 am - 4:30 pm
Tuesday: 7:30 am - 4:30 pm
Wednesday: 7:30 am - 4:30 pm
Thursday: 7:30 am - 4:30 pm
Friday: 7:30 am - 4:30 pm
Sat/Sun: Closed

Campuses

Logan Campus - Main . 435-753-6780
1301 North 600 West, Logan, UT 84321

Brigham City Campus . 435-734-0614
325 West 1100 South Brigham City, UT 84302