Course
Retirement Planning Today
Name
CSP-4000JI2
Overall Quality of This Course
★★★★★
Based on 80 student surveys.
Available Classes
Not currently offered.
Description Course Outline Requirements Intended Audience More Details
Intended Audience
Whether you are about to retire, have 20+ years to go, are self-employed, or just want to make sure you are on the right track, this course offers retirement planning for everyone.
Description
You’ve worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!
Course Objectives
  1. Learn how to determine the amount of money you need to retire.
  2. Create your own goals for a successful retirement.
  3. Learn how to eliminate debt and improve cash flow
  4. Learn how to properly convert your IRA to a Roth IRA
  5. Learn how to select the retirement plan distribution choice that is right for you
  6. Learn how to transfer the risk of potential financial losses before or during retirement
  7. Learn how to reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
  8. Learn how to plan your retirement income to preserve a comfortable standard of living
Outline of Instruction
  1. Life Planning for Retirement
  2. Retirement Needs and Expenses
  3. Retirement Roadblocks and Mistakes
  4. Retirement Income Sources
  5. Retirement Plan Distributions
  6. Investments
  7. Risk Management and Asset Protections
  8. Estate 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
Whether you are about to retire, have 20+ years to go, are self-employed, or just want to make sure you are on the right track, this course offers retirement planning for everyone.
Specific Industry or Business Support Needs
Industry or Job Titles Related to training Outcomes for Employment
Related Courses
Course Contact Information
Community & Career Education Staff
cce@waketech.edu
919-532-5700