RETIRING IN THE NEW REALITY

3001 SW College Road Ocala, FL 34474

COLLEGE OF CENTRAL FLORIDA

Teleconference Center - Building 40, Room 107

Tuesdays, August 15 & 22 from 6:30–8:30pm Saturdays, August 19 & 26 from 9:30–11:45am

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(352) 854-7800

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Course Overview 

The rules for retiring have changed. Learn how those changes can affect you and how you can better prepare for a prosperous retirement. 

Discover how to:

• Build a stronger retirement in today's new reality. 

• Reduce your tax risk.

• Evaluate the benefits of a Roth.

• Eliminate unnecessary estate planning expenses.

• Maximize your Social Security Income.

• Guard your assets against market loss.

• Identify your best long-term care options.

MEET THE INSTRUCTOR

Charisse Rivers Smith is a graduate of the University of Florida where she earned her bachelor’s degree. She is a recognized financial radio host and has appeared in Fortune, CNN Money, and Annuity123 online. Charisse is a financial advisor and licensed insurance agent. 

She is known to her colleagues and clients as a seasoned and experienced independent financial professional and is sought-after for her retirement platform and training events. Charisse regularly conducts financial workshops and hosts the “Retirement Coffee Talk” radio show on 97.3 FM The Sky, Saturdays at 11 a.m. and Sundays at 8 a.m. and noon. She is also very well-known for her appearance on NBC, ESPN, and her interview with Access Hollywood. 

Charisse resides in Ocala, Florida with her husband, Shawn; daughter, Ella; son, Eli; two dogs; and two horses. Her passions include educating, camping, volunteering with local charities, and spending time with her family on the boat.

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The New Reality in Our Retirement