Prepare for Tomorrow
Sign In  |  View Cart  |    |  Help  |  
 
Print Course information
Email me when offered
Return to Course Catalog

Financial Planning for Success and Significance in Retirement   

Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life. Designed for people from age fifty to sixty-five, this course covers how to handle investments; set safe spending rates; navigate retirement benefits, health care, and Social Security; organize estate planning; and manage generational financial planning. By the end of the course, participants will have developed an effective action plan to achieve their life goals.