Our 6-hour educational course is geared towards pre-retirees looking to obtain objective, comprehensive knowledge which can easily be applied to your personal situation. The course is designed to teach you how to build wealth and align your financial affairs with your values to accomplish your life goals. The course comes with a 200-page textbook complete with examples, illustrations and definitions designed to empower you to make informed financial decisions.
Course Outline
Life Planning for Retirement
We begin with helping you explore and understand the new view of retirement today. You are working towards financial freedom, but what other factors will lead to an enjoyable, fulfilling and prosperous retirement lifestyle?
Retirement Needs and Expenses
We will help you answer important retirement questions. How much will I need to retirement? How long must my money last? Based on your annual income and current savings, the course will help you estimate of how much you can spend during retirement.
Roadblocks & Mistakes Faced in Retirement
It’s important to avoid retirement planning mistakes. This course provides you with strategies to help you save money on taxes and take advantage of tax-advantaged investments.
Income Sources in Retirement
There are several ways to save for retirement. This course will discuss many of the savings options. Find out whether you should convert your IRA to a Roth IRA or save more in your employer-sponsored retirement plan. We help you take a look at your Social Security benefits so you’re prepared to make future decisions. >Retirement Plan Distributions We will help you understand more about taking retirement plan distributions and how to set up a proper distribution strategy including early retirement considerations and minimum required distributions.
Investments
The course will help you become more familiar with stocks, bonds, cash, ETFs, annuities and more so you can put together an investment strategy based on your investment risk profile.
Risk Management & Asset Preservation
Planning for the unexpected is critical. Identifying the risks you will face in retirement and implementing strategies to avoid or minimize them is key to a successful outcome. That’s why we cover disability income, long-term care and health insurance strategies to consider in your retirement strategy.
Estate & Legacy Planning
We will help you plan for the future and learn about estate and gifting strategies, wills, trusts and the impact of taxes when assets transfer to your heirs.
About the Instructors
