Retirement Planning Courses

The Financial ABC's of Retirement Planning

The Financial ABC's of Retirement Planning Model was developed for people age 50 and up who would like to have an alternative to the typical Wall Street Myths to financial planning. For most conservative investors, Wall Street's approach usually involves more risk than people want to have or know they have in their portfolios.

 


 

The Principles of Retirement Planning

This course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.  The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model.  Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions.  It is not designed to give specific solutions to individual needs.

 


 

Maximizing your Social Security

The Maximizing Social Security course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.  The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement.