Roadmap to Retirement Success

A Course for Pre-retirees & Recently Retired

Roadmap to Retirement is very comprehensive and covers multiple facets of retirement planning. Attendees learn current information and strategies about investing, risk management, and estate planning, as well as leave with a simple Action Plan they can use immediately to improve the their retirement strategy.

Course Outline

Class 1

• Introduction
• Chapter 1- Retirement Plan Considerations
• Chapter 2- Understanding Income Sources
• Chapter 3- Investments, Allocations, & Philosophies

Class 2

• Chapter 4- Deferred Annuities
• Chapter 5- Creating ‘Diversified Income’
• Chapter 6- Risk Management & Asset Protection
• Chapter 7- Estate Planning

*The content for class is provided by C4 Education Solutions