Retirement - Successful Strategies

Course Description

Are you worried about your financial security after retirement? Our retirement course is designed to empower everyone - regardless of age or income level - with the knowledge and tools to plan and achieve a financially stable retirement. From understanding investment options to maximizing social benefits and pensions, this comprehensive course covers it all. The instructors are investment advisors who collectively have over 80 years combined experience providing independent advice and comprehensive financial planning. Don't let uncertainty cloud your retirement dreams – join us and take control of your future today! Comprehensive manual included. Secure your future, live your dreams! This professionally designed and instructed course focuses on:

Income sustainability
Managing money with inflation protected income and reduced taxes
Wealth preservation

Allocating your assets wisely
Ensuring your financial plan is complete
Pension options
Estate planning

Participant Outcomes

Upon successful completion of this course, you will be able to:

Prepare for a financially secure retirement
Maximize your income
Optimize your investments
Protect your hard-earned money from inflation, taxes and erosion due to health care needs.

Course Content

Session 1

Foundation for a Successful Retirement
Sources of Retirement Income

Session 2

Investments
Managed Portfolios

Session 3

Risk Management
Estate Planning