MAXIMIZING YOUR SOCIAL SECURITY
The Maximizing Social Security course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.
The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.
PRINCIPLES OF RETIREMENT PLANNING
The Principles of Retirement Planning course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.
The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.
WOMEN & RETIREMENT
How women can create a guaranteed income for life Created in partnership with Holly Buchanan, an acclaimed author, speaker, and consultant specializing in empowering women to make sound financial decisions.
This course addresses the unique challenges and concerns women face in retirement. Women everywhere are asking:
- “How can I make sure I don’t run out of money?”
- “How can I maintain my lifestyle after retirement?”
- “What happens if the market crashes?”