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How Much Do You Really Need to Retire?
2025-03-12 - 2025-03-31

How Secure Act 2.0 Is Changing Retirement Plans​
2025-02-12 - 2025-02-28
TOPIC OF THE MONTH

What Are You Paying for Your Retirement Plan?

🗓 Wednesday, January 15, 2025

Begin the Course

About This Course
9 Questions to Ask Before You Retire
Step confidently into your retirement with our essential guide, ‘9 Questions to Ask Before You Retire’. This course provides a comprehensive approach to preparing for retirement, guiding you through crucial considerations and strategic decisions. Learn how to set clear retirement goals, manage healthcare and long-term care costs effectively, adjust your investment strategy, and prepare for unexpected financial emergencies.
The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

What Are You Paying for Your Retirement Plan? ​
2025-01-15 - 2025-01-30
Home / Retirement Rundown / Course 1

What Are You Really Paying for Your Retirement Plan?

Date: January 15th

Duration: 10-15 min

Pace: Self-paced

Lecture type: Online

Language: English

Course Opens In:

Many people are unaware of the hidden fees embedded in their retirement plans, yet these costs can significantly erode long-term savings. Understanding these fees and their impact is essential for taking control of your financial future. Even small fees can dramatically reduce your nest egg over time due to the compounding effect. By identifying these costs and adopting strategies like switching to lower-cost funds, using fee-based advisory services, and consolidating accounts, you can reduce fees without sacrificing quality. Taking these steps can help you maximize your retirement savings and achieve your financial goals.
Why Take This Course?

Identify Hidden Fees: Learn to uncover the often-overlooked costs embedded in your retirement plan.
Understand Fee Impact: See how even small fees can significantly erode your savings over time due to the compounding effect.
Maximize Savings: Discover strategies like switching to lower-cost funds and consolidating accounts to reduce fees without sacrificing quality.
Take Control: Gain the knowledge and confidence to make informed decisions about your retirement investments.

The course is accessible online at any time, so you can complete it when it’s convenient for you.

Planning for your future? Start Here

Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.

Schedule Now

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9 Questions to Ask Before You Retire

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How Secure Act 2.0 Is Changing Retirement Plans​

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Retirement Rundown delivers essential insights to help you plan your financial future with confidence.

9 Questions to Ask Before You Retire
2024-12-11 - 2024-12-31
TOPIC OF THE MONTH

9 Questions to Ask Before You Retire

🗓 Wednesday, December 11, 2024

Begin the Course

About This Course
9 Questions to Ask Before You Retire
Step confidently into your retirement with our essential guide, ‘9 Questions to Ask Before You Retire’. This course provides a comprehensive approach to preparing for retirement, guiding you through crucial considerations and strategic decisions. Learn how to set clear retirement goals, manage healthcare and long-term care costs effectively, adjust your investment strategy, and prepare for unexpected financial emergencies.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Planning for Medical Expenses in Retirement
2024-11-13 - 2024-11-30
TOPIC OF THE MONTH

Planning for Medical Expenses in Retirement

🗓 Wednesday, November 13, 2024

Coming Soon

About 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 cover, such as long-term care and certain routine services. Dive deep into the benefits of Health Saving Accounts (HSAs) and how they can provide tax-advantaged savings for your medical expenses.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Unearth Funds You Had Forgotten About
2024-10-09 - 2024-10-31
TOPIC OF THE MONTH

Unearth Funds You Had Forgotten About

🗓 Wednesday, October 9, 2024

Course opens in

About 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 is designed to equip you with the tools and knowledge needed to efficiently locate and secure any lost retirement funds.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

3 Common Post-Retirement Risks You Should Know
2024-09-12 - 2024-10-01
TOPIC OF THE MONTH

3 Common Post-Retirement Risks You Should Know

🗓 Wednesday, September 11, 2024

Course opens in

About 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 changes in marital status, and unexpected family needs. We’ll also cover strategies for dealing with unexpected medical bills, changing housing needs, and potential caregiver shortages.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Hiring a Retirement Plan Specialist
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TOPIC OF THE MONTH

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🗓 Wednesday, July 10, 2024

Coming Soon

About 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 your golden years. Also, gain insights into planning for contingencies with an emergency fund to cover unexpected expenses. Join us to turn your retirement dreams into achievable goals.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

7 Retirement Terms You Need to Know
2024-07-10 - 2024-07-31

Investing at Every Age
2024-06-13 - 2024-06-30
TOPIC OF THE MONTH

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🗓 Wednesday, June 12, 2024

Course opens in

About 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, adjust strategies in your 40s, and prepare for retirement in your 50s. Avoid common pitfalls and take the right steps towards a prosperous future. Whether you’re just starting out or looking to fortify your financial foundations, this session offers valuable guidance for every age.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

3 Retirement Planning Tips
2024-05-09 - 2024-05-31
TOPIC OF THE MONTH

3 Retirement Planning Tips

🗓 Thursday, May 9, 2024

Course opens in

About 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 into planning for contingencies with an emergency fund to cover unexpected expenses. Join us to turn your retirement dreams into achievable goals.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

Understanding Retirement Account Fees and Expenses
2024-04-10 - 2024-04-30
TOPIC OF THE MONTH

5 Steps to a Successful Retirement

🗓 Wednesday, March 13, 2024

Coming Soon

About 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. Learn to navigate risks, maximize returns, and protect your legacy. Embrace the opportunity to take control of your future and build a retirement plan that brings peace of mind and fulfillment.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

5 Steps to a Successful Retirement
2024-03-21 - 2024-03-31
TOPIC OF THE MONTH

5 Steps to a Successful Retirement

🗓 Wednesday, March 13, 2024

Course opens in

About 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. Learn to navigate risks, maximize returns, and protect your legacy. Embrace the opportunity to take control of your future and build a retirement plan that brings peace of mind and fulfillment.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

How Much Do I Need to Retire?
2024-02-14 - 2024-02-29
TOPIC OF THE MONTH

How Much Do I Need to Retire?

🗓 Wednesday,February 14, 2024

Coming Soon

About 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 Analysis. Learn to calculate your retirement expenses, understand the impact of inflation, and personalize your investment strategy. Whether you’re just starting or well into your savings journey, this course equips you with the tools and knowledge to accurately estimate your retirement needs and create a robust financial plan.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →

7 Retirement Planning Myths
2024-01-18 - 2024-02-07
TOPIC OF THE MONTH

7 Retirement Planning Myths

🗓 Thursday, January 18, 2024

About 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 for retirement, gain insights to navigate your retirement journey with confidence. Join us to transform your retirement planning with informed decisions.

The course is accessible online at any time, so you can complete it when it’s convenient for you.



Planning for your future? Start Here
Book a TeleWealth™ virtual meeting for personalized help on how to pursue your financial goals.
Schedule Now →
