Finance

Retirement Planning Today (RETPLA)

Course Description:
This course equips students with the facts needed to prepare for a financially secure retirement. Learn how to maximize your income and get more from investments as well as how to protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs.

Rejuvenate Your Retirement (REJRET)

Class Description:
This lecture for retirees addresses retirement income strategies, fixed income and guaranteed annuity investments, asset allocation strategies, making money last throughout the years and income tax reduction techniques. A workbook and case studies are included.

Wealth Creation Today (WEALTHC)

Class Description:
Your future success will be born out of the knowledge and decisions you put in place today. Stress test your assumptions, priorities, biases and financial plans to bolster the future you are working toward. You’ll feel empowered as we take you through 65 core topic areas – all thoroughly researched and laid out in easy-to-follow sections.