Successful Retirement Living
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.