Retirement Planning

at school(s) in United States or delivered online/live/on-site/by e-learning

Financial Retirement Planning
Course Format: Classroom
School/Trainer: Lake Superior College [All Courses]
Training Center(s)/Venue(s): Duluth, Minnesota, United States
Jobs & Resumes: Duluth
Houses & Roommates: Duluth

One of America’s most popular financial education courses. You’ll learn how to integrate important concepts to help you prepare for retirement. The course includes information you need to assiss the cost associated with retirement, improve you invest potential, reduce you financial risk and much more. Enrollment limited to 25 Participants: Individuals contemplating the reality of......

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The College offers a Graduate Certificate Program in Retirement Planning for students who complete the requirements of the following 3-hour courses: PFP514 Retirement Planning PFP570 Pre-retirement Financial Planning Topics PFP572 Qualified Retirement Plan Topics . PFP581 Estate Planning for Retirement Benefits ...

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Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics: The Retirement Planning Process & Meeting......

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With more and more Americans expressing concern about how they can be financially comfortable in retirement, it’s crucial to your business that you know how to serve their needs in this area. This fourth course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, ......

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Understand superannuation benefit payments, employment termination payments and retirement income streams. You will also examine the history of superannuation, rights of beneficiaries, fund design, approved deposit fund, social security, the role of financial planning in pre-retirement, taxation concessions for contributions and taxation treatment of superannuation funds. ...

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Covers topics #59 - #67 of CFP Board’s Job Knowledge Requirements. Additionally, Employee Benefits Topics #31 - #33 are covered in this course (Employee Benefits #27 - #30 are covered in Insurance Planning and Risk Management). This course is designed to instruct the practitioner in retirement needs analysis, Social Security, Medicare, types of retirement plans including tax-advant......

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