This course will give you tools and strategies for mitigating the biggest risks in retirement: Inflation, Longevity, Sequence of Return, Withdrawal Rate and Investment Risks.
The course will review the importance of a written retirement income plan, a solid estate plan, navigating Social Security and Medicare options, Tax minimization strategies, and the importance of a hierarchy of distribution from retirement plans. The topics of elder care planning both for the recipient of the care as well as the caregivers will be addressed. Take the worry out of your golden years when it comes to your finances with these strategies and best retirement practices.