TOPIC OF THE MONTH 5 Steps to a Successful Retirement🗓 Wednesday, March 13, 2024About This Course 5 Steps to a Successful Retirement This course offers essential insights into retirement planning, from budgeting and investment strategies to estate management. Discover how to align your financial goals with a practical plan, ensuring a comfortable and secure retirement. […]
TOPIC OF THE MONTH Understanding Retirement Account Fees and Expenses🗓 Wednesday, April 10, 2024About This Course Understanding Retirement Account Fees and Expenses Discover key insights into retirement account fees and expenses in our engaging session. We'll cover the different types of retirement accounts like 401(k)s and IRAs, focusing on their unique fee structures. Learn about […]
TOPIC OF THE MONTH 3 Retirement Planning Tips🗓 Wednesday, May 8, 2024About This Course 3 Retirement Planning Tips Discover how to define and realize your retirement vision, be it traveling, family time, or pursuing hobbies. Learn effective strategies to increase your savings rate, ensuring a larger nest egg for your golden years. Also, gain insights […]
TOPIC OF THE MONTH 7 Retirement Terms You Need to Know🗓 Wednesday, July 10, 2024About This Course 7 Retirement Terms You Need to Know Discover how to define and realize your retirement vision, be it traveling, family time, or pursuing hobbies. Learn effective strategies to increase your savings rate, ensuring a larger nest egg for […]
TOPIC OF THE MONTH 7 Retirement Terms You Need to Know🗓 Wednesday, July 10, 2024About This Course 7 Retirement Terms You Need to Know Discover how to define and realize your retirement vision, be it traveling, family time, or pursuing hobbies. Learn effective strategies to increase your savings rate, ensuring a larger nest egg for […]
TOPIC OF THE MONTH Hiring a Retirement Plan Specialist🗓 Wednesday, August 7, 2024About This Course Hiring a Retirement Plan Specialist The importance of selecting the perfect Retirement Plan Specialist to secure your financial future is crucial. Understand different fee structures, including flat fees, percentage of assets, hourly rates, and commission-based payments. Gain insights into what […]
TOPIC OF THE MONTH 3 Common Post-Retirement Risks You Should Know🗓 Wednesday, September 11, 20243 Common Post-Retirement Risks You Should Know This engaging course will focus on three common post-retirement risks: personal and family, healthcare and housing, and financial risks. You'll learn about managing employment risks, planning for longevity, coping with changes in marital status, […]
TOPIC OF THE MONTH Planning for Medical Expenses in Retirement🗓 Wednesday, November 13, 2024About This Course Planning for Medical Expenses in Retirement This informative and practical course addresses the crucial aspects of managing healthcare costs as you age. Learn about the coverage details of Medicare Parts A, B, and D, and understand what Medicare doesn't […]
TOPIC OF THE MONTH Planning for Medical Expenses in Retirement🗓 Wednesday, November 13, 2024Planning for Medical Expenses in Retirement This informative and practical course addresses the crucial aspects of managing healthcare costs as you age. Learn about the coverage details of Medicare Parts A, B, and D, and understand what Medicare doesn't cover, such as […]