Course Detail: CEW-7000 - Retirement Planning Today
Planning for a safe and secure retirement is a fundamentally different experience than it was even a few years ago. Economic changes as well as changes to social security have created an environment that demands we take a more active role in planning for the financial side of retirement, and that we take action to lay out a plan for the type of life we want to have in our golden years. Retirement Planning Today® is a comprehensive educational course designed to push past what you can learn at a typical lunch or dinner seminar by providing a deep look at both the financial and lifestyle aspects of retirement and life planning. During this course you will have a chance to lay out your goals and visions for retirement while learning about the tools and processes necessary to lay out a path to reach your goals safely. Topics covered include:
- Plan for the life you want in retirement
- Plan for the financial requirements of retirement
- Avoid common mistakes in retirement planning
- Navigate Retirement Income Sources and Distributions
- Protect your assets and minimize risk
- Provide a secure plan for yourself and your family long term
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