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Personal Business, Finance And Investment
Passport to Retirement (.5 CEUs)
This course is a comprehensive retirement system that educates attendees and helps them overcome the roadblocks to a successful retirement. The seven content-rich sections serve as a passport to helping them make sound financial decisions: Define and create your retirement, assess the costs of retirement, evaluate sources of income, invest for the future, protect your health and wealth, receive funds from retirement plans and manage your estate distribution. The system is filled with compelling statistics and case studies, and the workbook includes a wealth of self-analysis quizzes and worksheets that will help participants long after the workshop is over.
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