Course Offerings

Retirement Planning Today

Course ID: CSP-4000JI2
Overview
Course Outline
Requirements
Intended Audience
More Details

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

Learn how to determine the amount of money you need to retire.

Create your own goals for a successful retirement.

Learn how to eliminate debt and improve cash flow

Learn how to properly convert your IRA to a Roth IRA

Learn how to select the retirement plan distribution choice that is right for you

Learn how to transfer the risk of potential financial losses before or during retirement

Learn how to reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Learn how to plan your retirement income to preserve a comfortable standard of living

Outline of instruction

Life Planning for Retirement

Retirement Needs and Expenses

Retirement Roadblocks and Mistakes

Retirement Income Sources

Retirement Plan Distributions

Investments

Risk Management and Asset Protections

Estate Planning

Contact Hours

CEUs

Industry Standard, State or National Certification

None

CE or CU Articulation

Prerequisites

None

Text and Supplies Needed

Materials provided

Clinical Site/Special Facilities

None

Requirements for Successful Completion

attendance

Accreditation/Special Approval Requirements

N/A

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.