Financial Planning

Principles of Retirement Planning

Course #: 6030861005
Course Description:

The Quadrant Planning Principle Model was developed for people ages 50 and up who would like to have an alternative strategy, one that they can understand and have confidence in. Whether you are building your retirement plan, or currently retired, this course will help you address your issues and concerns. You will become familiar with: reasons behind market corrections and how to avoid them; old Wall Street myths that could bankrupt your retirement; how the Quadrant Planning Model balances your portfolio; how to know if your advisor is working for you or their firm; how to prioritize when investing for retirement; wow to decipher the Wall Street jargon.

Class No: 9491
Delivery: Class
Fees Under 62: $30.00
Fees Over 62: $28.00
Instructor: Schmitz
Thur at Northwoods Center 207