Financial Planning

Financial Planning

Your Dream Retirement

Course #: 6030861007
Course Description:

Your Dream Retirement is for those facing or already in retirement who are concerned about the issues of funding the quality of life they want in their post working years. Through colorful, real life stories and illustrations, this course will give you an easy understanding of how to strategically plan and tactically managing your retirement assets. People save their entire lives trying to fund a unique quality of life for the last third of their life. It’s an awesome task. Climb on board; this is a one-way ticket to funding the quality of life in your dream retirement! This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects of financial decisions, and more, while highlighting the ABC Investing Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation and tactical management models to help mitigate exposure to risk. You will also explore issues in income planning, how to find appropriate financial professional help, and principals sound financial decisions. It is not designed to give specific solutions to individual needs.

Class No: 9147
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Delivery: Class
Fees Under 62: $45.00
Fees Over 62: $41.00
Instructor: Schmitz
Meetings:
Tue – – at Fieldside Center 108