Register for one of our upcoming classes.
RETIREMENT PLANNING TODAY® Learn time-tested strategies to build wealth and make the most out of your retirement. Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course will help you plan your retirement with confidence.
Ideal for ages 50-65.
Topics Covered in this Course
Day 1
- Section 1 – Life Planning for Retirement
- Section 2 – Retirement Needs & Expenses
- Section 3 – Retirement Roadblocks & Mistakes
- Section 4 – Retirement Income Sources
Day 2
- Section 5 – Retirement Plan Distributions
- Section 6 – Investments
- Section 7 – Risk Management (Insurance)
- Section 8 – Estate Planning