Finances
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
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 |
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.
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