Successful Retirement Living (Retirement Planning for Those Nearing or in Retirement)

Audience: Recommended for those who want to take charge of their financial future as they approach or enter retirement
Length: 2 hours
Materials: Each participant receives a 45-plus page guide to be used in class and for future reference

 

Course Description:

Participants who attend this course will be able to plan for a successful transition from work life into a comfortable and secure retirement.

Course Objectives:

  • Plan out the types of activities and lifestyle desired for retirement.
  • Uncover four important retirement income sources.
  • Learn how Social Security benefits are calculated.
  • Identify four types of annuities and key selection criteria.
  • Assess and project retirement income needs and expenses.
  • Utilize seven steps when hiring a financial professional.
  • Learn how to analyze risk and manage a dynamic retirement portfolio.
  • Develop an effective withdrawal plan to ensure retirement money will last.
  • Discover real estate options for retirees, including refinancing, remodeling, and relocating.
  • Learn how to research a retirement community.
  • Make more informed decisions when considering healthcare, long-term care, and aging issues.
  • Make wise insurance choices to protect assets and income.
  • Be better prepared for selecting appropriate executors and beneficiaries.
  • Give intelligently and strategically to charities and family members.

 

 

 

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