 | Plan out the types of activities and lifestyle desired for retirement. |
| Uncover four important retirement income sources. |
| Learn how Social Security benefits are calculated. |
| Identify four types of annuities and key selection criteria. |
| Assess and project retirement income needs and expenses. |
| Utilize seven steps when hiring a financial professional. |
| Learn how to analyze risk and manage a dynamic retirement portfolio. |
| Develop an effective withdrawal plan to ensure retirement money will last. |
| Discover real estate options for retirees, including refinancing, remodeling, and relocating. |
| Learn how to research a retirement community. |
| Make more informed decisions when considering healthcare, long-term care, and aging issues. |
| Make wise insurance choices to protect assets and income. |
| Be better prepared for selecting appropriate executors and beneficiaries. |
| Give intelligently and strategically to charities and family members. |
