This course provides fundamental working knowledge that can help guide a successful retirement. You will gain access to tools, insights, and strategies that will help you understand 5 risks to retirement income and the strategies to mitigate those risks. At the end of this course, you will be able to take specific action steps that will lead you to your ideal retirement.

This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and in line with the goals and objectives you establish.

Workshop Objectives

The main objective of this course is to educate you on the importance of protecting the income that you need in retirement, so you can maximize your income for the things you want. By the end of this course, you should be able to:

1. Discover which retirement concerns you identify with
2. Understand how to protect the income for what you need in retirement
3. Identify 5 risks to protected income
4. Translate potential retirement risks into retirement planning strategies
5. Implement action steps towards protected income

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Course Participation

This course is designed to be interactive and your participation is encouraged, but not required. However, if you are looking for answers to questions about your retirement plan, then the best way to profit from this course is to follow the interactive workbook and participate in the classroom discussion as you feel comfortable.