Retirement Plan Recharge

A Course for Post-retirees

Don’t let only 4 sections fool you! Retirement Plan Recharge is full of information and covers multiple facets of retirement planning from the viewpoint of someone already in retirement years. Attendees learn current information and strategies for maximizing their income production, protecting their nest egg against health care risks, and transferring wealth to loved ones and charities most efficiently. They will leave with an Action Plan they can use immediately to improve their income longevity and legacy plans.

Course Outline

Class 1

• Introduction
• Section 1- Retirement Income Threats
• Section 2- Investments & Advisors

Class 2

• Chapter 4- Creating ‘Income Longevity’
• Chapter 5- Transferring Wealth

*The content of this retirement workshop is provided by C4 Education Solutions