Comprehensive Retirement Planning Course

Adult Enrichment / General Interest -

2026 Winter-Spring

Adult Course

Retire with confidence by learning how to optimize distributions from Social Security, Pensions, work retirement plans and Traditional IRA. Learn about the benefits of Roth IRA and how they can help reduce your taxes. The course also covers importance of Estate Planning, Long Term Care Insurance and when Annuities are useful.

Tarun Bhatia

Tarun Bhatia

Instructor

Tarun Bhatia is a Financial Advisor at Edward Jones. He is honored to serve families and small businesses throughout communities in Minnesota. He also holds MBA with Finance from University of Massachusetts and Computer Engineering degree from Iowa State University.

February 2026