Course Description:
Guides professionals in examining the retirement planning process, fact finding, methods of analyzing facts, retirement planning software and sales tracking. Discusses the role of Social Security, Medicare, Medicaid and tax policies in retirement planning and the suitability of various accumulation vehicles, such as stocks, bonds, mutual funds, life insurance and annuities for retirement planning. Explains how retirement planning creates estate planning needs and addresses pay-out options, spousal benefits and investment strategies.
Note: There is a fee of $900 to defer the course.
Note: There is a fee of $1,000 to cancel the course.