4290 SE Salerno Rd - Stuart, FL 34997
Course Description
This course provides fundamental working knowledge that can help guide a successful retirement. You will gain access to tools, insights, and strategies that will help you understand 5 risks to retirement income and the strategies to mitigate those risks. At the end of this course, you will be able to take specific action steps that will lead you to your ideal retirement.
This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and in line with the goals and objectives you establish.
Course Objectives
The main objective of this course is to educate you on the importance of protecting the income that you need in retirement, so you can maximize your income for the things you want. By the end of this course, you should be able to:
- Discover which retirement concerns you identify with
- Understand how to protect the income for what you need in retirement
- Identify 5 risks to protected income
- Translate potential retirement risks into retirement planning strategies
- Implement action steps towards protected income
To Register
Course Participation
If you are looking for answers to what happens to your plans when the financial markets experience a downward trending bear, and what you can do to limit the exposure you have to it, this course is for you. If you are concerned about your IRA, 401(k), 403(b) or other retirement accounts or maybe just want to be more confident in your current plan you will believe this course is time and money well spent.
The best way to profit from this course is to read the assigned chapters, do the assigned homework and participate in the classroom discussions as you feel comfortable.