This course is for those planning ahead to retirement as well as those who are very close to that stage.
You will complete a personalized risk tolerance survey and learn how to control the risk level of your investment portfolio.
Subjects include six key factors for a prosperous retirement, major obstacles to overcome, plan for the implact of inflation, estimate annual income needed, determine if you are on track, calculate the money needed to be saved each year until retirement, compare the four IRAs, manage stock market volatility, allocate assets, understand portfolio strategies, discover ways to generate retirement income, tax implications of of cash distributions/rollovers and learn ten crucial retiree secrets to retirement planning.
You will be provided with a workbook you can take home for future reference.
Instructor: Certified Financial Planner from Financial Knowledge