Course
Retirement Harvest®
Name
CSP-4000A1
Available Classes
Not currently offered.
Description Course Outline Requirements Intended Audience More Details
Intended Audience
Retirement Harvest is designed specifically for current and future retirees ages 50-75. You have worked hard for independence in retirement, now learn the simple steps to achieve your goals.
Description
You’ve sowed the seeds for retirement all throughout your career. As retirement approaches, learn the tools necessary to have a well-rounded retirement income plan. We will discuss ways to protect against inflation and market volatility as well as keeping your taxes in check. This course addresses questions regarding all aspects of retirement planning and provides a comprehensive workbook with supporting materials. Class sizes are limited, so register today!
Course Objectives
  1. learn how to live for 30-40 years without a paycheck
  2. learn tax efficient strategies for withdrawing income
  3. learn how to pass on your wealth in the most tax efficient way possible
  4. learn how a simple planning decision can cost a surviving spouse thousands of additional taxes
  5. learn about Tax free opportunities people still miss out on
  6. learn the pros and cons of the different types of investments
  7. learn how important risk management can be on a portfolio, especially during retirement
  8. learn when to take Social Security
  9. learn how healthcare will impact your retirement savings and investments
  10. learn how to bridge the gap if you retire prior to age 65
  11. learn what to know about Medicare, when to sign up and things to consider
Outline of Instruction
  1. Retirement Income planning
  2. Investments
  3. Healthcare Planning – Medicare and filling the gap prior to age 65
  4. Estate Planning
  5. Tax Planning
Contact Hours
6
CEU's
No
Industry Standard, State, or National Certification
No
CE to CU Articulation
No
Prerequisites
None
Text and Supplies Needed
Materials provided
Clinical Site/Special Facilities
None
Requirements for Successful Completion of this Course
  1. Attendance 100%
  2. Participation
Accreditation/Special Approval Requirements
None
Intended Audience
Retirement Harvest is designed specifically for current and future retirees ages 50-75. You have worked hard for independence in retirement, now learn the simple steps to achieve your goals.
Specific Industry or Business Support Needs
Industry or Job Titles Related to training Outcomes for Employment
Related Courses
  • Retirement Planning Today - BAF-3272A3
  • Financial Strategies for Successful Retirement - BAF-3272D3
  • Retirement Planning Isn't a Do-It-Yourself Project! - BAF-3272A5
  • Preparing for Retirement - CSP-4000EZ3
Course Contact Information
Michael Langer
mjlanger@waketech.edu
919-532-5526