Retirement Planning for All Ages

Audience: Recommended for those who are just starting out, midway through their careers, or nearing retirement
Length: 2 hours
Materials: Each participant will receive a 55-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

 

Course Description:

Participants who attend this course will be able to calculate their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.

Course Objectives:

  • Utilize the six key factors for a prosperous retirement.
  • Identify the major obstacles to overcome when planning for retirement.
  • Plan more effectively for the impact of inflation.
  • Estimate the amount of annual income needed in retirement.
  • Determine whether on track financially for retirement.
  • Calculate the money needed to be saved each year until retirement.
  • Compare the four types of IRAs (Roth, Non-deductible, Deductible, and Spousal IRA).
  • Complete a personalized risk tolerance survey.
  • Learn how to control the risk level of an investment portfolio.
  • Allocate assets based on four life stages.
  • Explain important portfolio management strategies for retirees.
  • Discover a dozen ways to generate retirement income.
  • Review the tax implications of cash distributions and rollovers from retirement accounts.
  • Uncover ten crucial retiree secrets to successful retirement planning.

 

 

 

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