Course Catalog

Retirement Fundamentals   

This class teach the components and the fundamentals of how to mechanically retire. Through this 2-day course we walk through Retirement Income Concerns, How Long Will Money Last, Investment Basics, the different Retirement Income Sources, Health Care and Medicare Planning, and the fundamentals for Estate Planning. These classes walk through each topic, step-by-step, in an engaging and informative manner.

 

 

 

 

CE classes are intended for adults 18 and up unless otherwise noted. Please see Continuing Education Policies to learn more about our underage waiver, refund, and cancellation policies.

Are you an au pair? Do you need documentation for work that you attended class? Don’t forget to register for the CEU or Clock Hours fee.

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