Course Offerings

Planning for your financial future begins with a solid understanding of the principles that support long-term financial well-being. Whether you are preparing for retirement or just beginning to develop a financial plan, this course offers practical, educational guidance to help you make informed financial decisions.

Examine key concepts in retirement planning, goal setting, wealth preservation, income strategies and long-term financial planning. Through real-world examples and actionable information, you gain a better understanding of how to evaluate financial options and develop strategies that align with your personal goals. This course is designed for employees, business owners and self-employed individuals seeking to strengthen their financial knowledge, regardless of where they are in their financial journey. Registration includes course materials to support your learning. Class sizes are limited, so early registration is encouraged.

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

6

CEUs

No

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

N/A

Learning Supplies Needed

Materials provided

Clinical Site/Special Facilities

N/A

Requirements for Successful Completion

100% 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.

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

Related Courses

Course Contact Information

Community & Career Education Staff
919-532-5700
[email protected]