Building Your Wealth (Retirement Planning for Mid Career)

Audience: Recommended for those who want to take charge of their financial future during the early to middle years of their career
Length: 2 hours
Materials: Each participant receives a 50-plus page guide to be used in class and for future reference

 

Course Description:

Participants who attend this course will be able to set up a plan and stay on track for retirement without short-changing other financial goals, evaluate tax implications of various investments, and consider the option of early retirement.

Course Objectives:

  • Discover the impact of compounding and how to build wealth.
  • Learn how to protect assets and income.
  • Plan more effectively for inflation.
  • Discuss the basics on stock, bond, mutual fund, and real estate investments.
  • Manage risk within an investment portfolio.
  • Examine important asset allocation techniques.
  • Adapt and protect an investment portfolio as goals and economic cycles change.
  • Stay on track for retirement by calculating the annual savings amount needed.
  • Make more informed decisions when choosing financial professionals.
  • Develop an easy 3-step process to set up an estate plan.
  • Review important tax considerations for investments, homes, retirement, estate planning, and college funding.
  • Define long-term care and aging issues.
  • Evaluate early retirement as an option.

 

 

 

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