TOPIC OF THE MONTH 7 Retirement Planning Myths🗓 Thursday, January 18, 2024About This Course 7 Retirement Planning Myths Discover the realities of retirement planning. This enlightening lesson debunks common myths, clarifies the role of Social Security, Medicare, and estate planning, and explores effective debt management and investment strategies. Whether you're starting to save or prepping […]
TOPIC OF THE MONTH How Much Do I Need to Retire?🗓 Wednesday,February 14, 2024About This Course How Much Do I Need to Retire? Join us for an essential course for anyone planning for a comfortable retirement. Delve into the intricacies of retirement planning, including the 4% rule, age-specific savings goals, and the critical Income Gap […]
TOPIC OF THE MONTH 5 Steps to a Successful Retirement🗓 Wednesday, March 13, 2024Course opens inAbout 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 […]
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 3 Retirement Planning Tips🗓 Thursday, May 9, 2024Course opens inAbout 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, […]
TOPIC OF THE MONTH Investing at Every Age🗓 Wednesday, June 12, 2024Course opens inAbout This Course Investing at Every Age Discover essential tips for investing in your 30s, 40s, and 50s, including maximizing retirement contributions, diversifying your portfolio, and the importance of rebalancing investments. We'll explore how to make smart financial moves in your 30s, […]
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 3 Common Post-Retirement Risks You Should Know🗓 Wednesday, September 11, 2024Course opens inAbout This Course 3 Common Post-Retirement Risks You Should Know This 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 […]
TOPIC OF THE MONTH Unearth Funds You Had Forgotten About🗓 Wednesday, October 9, 2024Course opens inAbout This Course Finding Unclaimed Retirement Benefits We'll guide you through a streamlined approach, starting with reconnecting with past employers, tracking down plan administrators, exploring state unclaimed property databases, and, if needed, consulting a Retirement Plan Specialist. This practical course […]