Retirement Planning 101

MGMT 833.323

This class explains time-tested strategies that help you to make informed financial decisions about retirement.

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What you can learn.

  • Learn to build your nest egg, protect your assets, or preserve your lifestyle throughout retirement
  • Plan with confidence knowing that you are maximizing your Social Security benefits and making advantageous use of tax laws

About this course:

In straightforward language, this class explains time- tested strategies that help you to make informed financial decisions about retirement. Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course helps you plan with confidence. Topics covered include strategies for maximizing your Social Security benefits; the mechanics of retirement investments (CD's, bonds, stocks, ETF's, mutual funds, and annuities); 401K plans; IRA's; advantageous use of tax laws; financial tips for successful retirement; how to manage your estate; and much more.

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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