Courses > Retirement > Building Your Wealth (Retirement Planning for Mid Career)

Building Your Wealth (Retirement Planning for Mid Career)

Description
Participants who attend this course will be able to set up a plan and stay on track for retirement without short-changing other financial goals, evaluate tax implications of various investments, and consider the option of early retirement.

Audience
Recommended for those who want to take charge of their financial future during the early to middle years of their career

Materials
Each participant receives a 50-plus page guide to be used in class and for future reference

Duration
2 hours

Learning Outcomes

Discover the impact of compounding and how to build wealth. Learn how to protect assets and income. Plan more effectively for inflation. Discuss the basics on stock, bond, mutual fund, and real estate investments. Manage risk within an investment portfolio. Examine important asset allocation techniques. Adapt and protect an investment portfolio as goals and economic cycles change. Stay on track for retirement by calculating the annual savings amount needed. Make more informed decisions when choosing financial professionals. Develop an easy 3-step process to set up an estate plan. Review important tax considerations for investments, homes, retirement, estate planning, and college funding. Define long-term care and aging issues. Evaluate early retirement as an option.