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engitech@oceanthemes.net

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EmailPrint SUCCESSFUL RETIREMENT LIVING (RETIREMENT PLANNING FOR THOSE NEARING OR IN RETIREMENT)

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

Audience
Recommended for those who want to take charge of their financial future as they approach or enter retirement

Materials
Each participant receives a 45-plus page guide to be used in class and for future reference

Duration

4 – 5hours

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.
  • 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.

Fee includes:

  • 2 hour Interactive training session
  • All training materials
  • Glossary of related financial terms
  • Refreshments


Enrollment is strictly limited and available space will be filled in the order registrations are received.