This two-hour course offers real-world strategies and methods for women who are preparing for retirement or are in the early stages of retirement. This course is designed to take the confusion out of investing and empower women to invest wisely based on sound principals and safe practices. The curriculum demonstrates how to clearly define retirement objectives and goals and offers the knowledge and the tools necessary to put a plan into action specifically for women investors. Upon completion, you will know how to properly allocate your assets, and accurately devise a plan for income that will last throughout your retirement.
By attending this course, you will learn
• How to establish retirement goals & objectives based on your risk tolerance
• How to identify your personal financial characteristics
• How to avoid the most common financial mistakes
• How to optimize your asset allocation to minimize risk of loss
• Why paying off your mortgage early might be a bad idea
• How to use banking strategies to become your only banker
• How to use current IRS tax codes to create a tax-free retirement
• And how to generate predictable and reliable income for life
This course is intended for
• Individuals and couples aged 50 and up who want to increase their knowledge and training to help maximize their retirement years
• People who want to better understand their current portfolio
• And anyone who wonders if their current plan has room for improvement
