Course Description

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.

Course 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

Your Reading Material

To maximize the value of the course, you will be provided with a workbook that will provide you critical course information and allow you to take notes and write down any questions.

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.

Course Instructors

Course Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with “Real World” examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.

Communication with Instructor

The instructor is open to questions and inquiries about the material covered by the course and may be reached by telephone or email.