Roadmap to Retirement
What You Will Learn From This Course...
- How do I protect principle and manage market risk
- The three aspects of a financial decision
- The Six Wall Street Myths
- How to determine your personal risk tolerance
- How to develop a retirement budget
- How to develop your ABC Investment Profile
- The Three Rules for Fixed Principal Assets
- How to develop an income plan for your retirement
- What questions to ask a potential advisor
About the Course
The Roadmap to Retirement Planning was developed to help people that would like an alternative to the typical Wall Street financial planning approach. This course is for Retirement Planning not Financial Planning. For most conservative investors, Wall Street's Financial Planning approach usually involves more risk than people want to have, or know they have, in their portfolios.
Course Description
This comprehensive personal finance course was designed to help you better understand where you are in your financial plan and teach you how to get where you want to be financially. During this one-day course, you will learn what pitfalls to avoid and why. You will hear about financial tools and investments that you may already have or would like to have as part of your retirement plan. Upon completion of this course you will have the confidence you need to put your retirement plan into action.
Who should attend
If you are looking for answers to what happened to our financial markets, how they could have been avoided and what you could have done to limit the exposure you had to it, this course is for you. If you are concerned about your IRA, 401(k), 403(b) or other retirement accounts or maybe just want to be more confident in your current plan you should enroll, it will be time well spent.
Why you should attend
The objectives of this course are to provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage investment risks and create the income stream for the retirement that you want.
What You Will Receive
Classroom Instruction - This is an educational course teaching the Principals of Conservative Investing. Course Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with "Real World" examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.
Course Workbook - This course is based on using a step-by-step Roadmap for Retirement Planning. You will receive a workbook to follow along in class and at the end of the course, you will have a better understanding of what to do to potentially reduce both risk and taxes and also how to maximize returns and income.
Knowledge - This is not a financial seminar, this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and are in-line with the goals and objectives you establish.
Objective Information - Traditional financial seminars are topic-specific and are typically geared toward a certain product; whereas this course is designed to teach you about your money. Upon completion of this course you will understand how much of your retirement is at risk, how much is safe and how much is liquid - and why. This understanding is paramount to building a personal financial plan that meets your needs and not the needs of a "Financial Model."