Course Information

Location: Online Webinar

Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.

Highlights:

• Plan more effectively for the impact of inflation
• Estimate the amount of annual income needed in retirement & determine if you are on-track financially for retirement
• Compare the different types of IRAs
• Explain important portfolio management strategies for retirees
• Review tax implications of distributions from employer retirement accounts

Instructor Bio:

n/a