Financial Planning for Your Future (Retirement Planning for Young Career)

Audience: Recommended for those who want to take charge of their financial future during the early years of their career
Length: 2 hours
Materials: Each participant receives a 40-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 financial plan for all their financial goals including paying off debts, building wealth, buying a home, saving for children's college, and retirement.

Course Objectives:

  • Formulate realistic goals.
  • Set up and effectively use a spending plan.
  • Learn how to pay off credit cards, student loans, and other debts more quickly.
  • Uncover easy and creative ways to save.
  • Review ten important wealth building tips.
  • Assess the power of compounding and the impact of inflation.
  • Complete a personalized risk tolerance survey.
  • Incorporate three essential tools to help manage risk.
  • Identify the basics on stocks, bonds, and mutual funds.
  • Calculate the money needed to be saved each year for a secure retirement.
  • Compare the four types of Individual Retirement Accounts (IRAs) and the eligibility features of each.
  • Discover the current contribution limits for employer retirement plans and IRAs.
  • Draft action plans for home purchase and other large goals without shortchanging retirement savings.
  • Establish regular investment plans for all goals.

 

 

 

Register Now!