About the course
How do you confidently prepare for and successfully navigate 21st-century retirement? Most of us will have to take far greater responsibility for creating retirement income than our parents’ generation did, as we face increased longevity, market volatility, and rising costs that strain personal portfolios and employer-provided benefits. With more financial data, technology, and investment options than ever before, there are countless decisions to be made in the decades leading up to and through retirement. This course addresses the challenges of retirement planning and retiring in the 21st century. Topics to be addressed include cash flow analysis, saving and investing for retirement, retirement income sources, Social Security strategies, Medicare, insurance and annuities, long-term care, gifting, and estate planning. By the end of this course, you will have created a personal retirement plan that integrates your financial objectives within a framework of your goals and values. This plan will serve as a flexible framework to guide your current and future financial decisions, before and during retirement.
Sandra is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Certified Divorce Financial Analyst® – leveraging her multidisciplinary background in advising families through wealth accumulation/transfer and coaching their next generation in financial stewardship. San...
Evan is a Chartered Financial Analyst® charter holder and CERTIFIED FINANCIAL PLANNER™ practitioner. His areas of focus are retirement planning, education planning, and investment management. Evan graduated from the University of Southern California in 2007 with a Bachelor of Science in Business ...
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.