Retirement Planning Today

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Retirement Planning Today is a comprehensive financial planning course that helps students see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated financial plan. Retirement Planning Today is a two-part, six hour course that covers the following topics:

  1. Life Planning for Retirement
  2. Retirement Needs, Expenses, Taxes, and Inflation
  3. Retirement Roadblocks: The Most Common Mistakes People Make when Planning their Retirements
  4. Retirement Income Sources
  5. Retirement Distributions and Strategies
  6. Investments and Investment Strategies for Retirement
  7. Estate Planning
  8. Risk Management and Insurance Planning

The course is designed for individuals and families who are currently retired or considering retirement within the next 10 years.

Course Textbook

The course includes a 224-page textbook with examples and illustrations which is yours to keep. It helps you follow along with the classroom presentation and take home bonus worksheets.

Education Objective

Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the “big picture”. It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This course is educational and non-commercial. No Specific products are discussed or sold.

Please visit our calendar to sign-up for this class and learn more about dates, topics and times.

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