Preparing for retirement can be challenging, as the future is fundamentally unknown. This course discusses retirement planning for both the known and unknown, enabling you to answer a client's "what-ifs" scenarios.
- Discuss sources of income.
- Explain investing.
- Explain insurance basics.
- Discuss retirement living.
- Analyze disability planning.
This course will allow you to more easily advise those clients expressing an interest in enjoying a comfortable and fulfilling retirement.
Course Prerequisite: None
Course Level: Overview
Field of Study: Specialized Knowledge
Course Format: Downloadable Text
Recommended CPE Credit: 8 hours