Academic research details a fundamental shift in retirement planning for the Baby Boomer Generation. This course outlines how those changes will affect income planning, social security election, asset allocation, withdrawal strategies, long-term care, and estate planning. You will receive access to over 26 academic reports detailing the "New Rules of Thumb" for retirement planning. This course is comprehensive, providing you detailed information to help you navigate risk, budgeting, taxes, and inflation as you build your retirement plan.
Taught in 2 sessions (example, two consecutive Tuesdays), this course takes you through all the pertinent information at a brisk pace and it will require you to have a basic understanding of financial terms (stocks, mutual funds, Roth, etc.). The Estate planning guide will be given to you in class but not reviewed. Those preferring a slower pace can register for our 3 session version of this course.
See the course catalog for Personal Financial Management to register. Select the dates you wish to attend and pay the course tuition fee.
Tuition includes: Workbook on Getting Your FINANCIAL HOUSE in Order, Guide to Getting Your ESTATE in Order, Personal Wealth Index Score, Personal Social Security Maximization Report and access to all the Academic reports cited in class. Additional handouts of the PowerPoint slides may be available for $20, to be paid directly to the instructor.