This course course will teach you how to save for retirement and live a great life in your post working years
Through video modules, you'll learn how to save and invest for retirement, and how to successfully create an income stream that will last for as long as you need it too
In This Course
You will
Learn to manage your finances pre and post-retirement
Learn about the major risks to avoid in retirement planning
Learn about the different vehicles available to produce income in retirement
Learn how design the lifestyle you truly want in your retirement years
Course curriculum
1
Course Introduction
2
PreRetirement Goals
3
PreRetirement Budget
4
Accumulation
5
Distribution
6
Social Security
7
Healthcare
8
Medicare
9
Retirement Budget
10
Legacy
11
Desires
12
Making it Real
13
Closing
Welcome Video
Video Tutorial
Goals Worksheet
Video Tutorial
PreRetirement Budget Spreadsheet
Video Tutorial
Online Calculator
Accumulation Spreadsheet