030 - Retirement Planning Today
Course Description
Retirement Planning Today® is both entertaining and informative. Classroom sessions are instructed by a qualified financial professional who enhances the presentation with stories of real-life experiences. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.
This course includes a financial planning and retirement textbook with examples and illustrations, which is yours to keep. It helps you follow along with the classroom presentation and also contains valuable bonus worksheets. Written in easy-to-understand terms, your textbook helps you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge and becomes a useful reference tool after the course is complete.
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 financial products are discussed or sold.
If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.
Learn ways to:
• Create a plan to retire early
• Handle retirement with rising inflation
• Build an income plan for your retirement
• Plan for retirement during market volatility
• Use the latest tax law changes to your advantage
• Properly allocate your assets within your employer retirement plan
• Use 5 investment strategies to help manage risk
You may bring a guest, spouse, or partner with you to the class at no additional charge, your registration fee includes one textbook.