Do you have enough funds for your retirement?
Learn how you can ensure that you will have enough money for retirement.
Discover how simple, low-cost investing can be surprisingly effective and how to construct a portfolio that will fit your needs, time frame, and personality.
Discuss important concepts and terms such as diversification and re-balancing to understand investing websites and media.
Learn how to assess your risk-tolerance and create a successful investment portfolio that is easy to manage, whether inside a 401k or on your own.
Gain insight into the history of investment returns and how they affect financial planning.
If you're already retired, learn how to safely withdraw funds from your portfolio.
- Assess and define your financial baseline
- Create motivators for change and improvement
- Evaluate financial costs, offers and choices
- Manage a simplified money management system
Who Should Take this Class?
Anyone who hopes to retire, is nearing retirement, trying to understand their 401k plan or hopes to retire early, this class is for you.