Module #1 Introduction to Retirement Planning Overview of the importance of retirement planning, common myths and misconceptions, and setting goals for a successful retirement.
Module #2 Understanding Your Current Financial Situation Assessing your current income, expenses, assets, and debts to create a baseline for retirement planning.
Module #3 Retirement Goals and Objectives Identifying and prioritizing your retirement goals, including travel, hobbies, and lifestyle.
Module #4 Understanding Retirement Accounts Overview of 401(k), IRA, Roth IRA, and other retirement accounts, including contribution limits and tax implications.
Module #5 Investment Strategies for Retirement Introduction to investment options for retirement, including stocks, bonds, ETFs, and mutual funds.
Module #6 Risk Management and Asset Allocation Strategies for managing risk and creating a diversified investment portfolio for retirement.
Module #7 Understanding Social Security Overview of Social Security benefits, eligibility, and strategies for maximizing benefits.
Module #8 Retirement Income Sources Exploring other sources of retirement income, including pensions, annuities, and part-time work.
Module #9 Creating a Sustainable Retirement Income Plan Developing a plan to ensure a sustainable income stream in retirement.
Module #10 Inflation and Its Impact on Retirement Understanding the impact of inflation on retirement savings and strategies for inflation-proofing your portfolio.
Module #11 Healthcare and Long-Term Care Planning Planning for healthcare and long-term care expenses in retirement, including Medicare and Medicaid.
Module #12 Estate Planning and Wills Overview of estate planning, including wills, trusts, and probate.
Module #13 Tax Planning for Retirement Strategies for minimizing taxes in retirement, including Roth conversions and tax-loss harvesting.
Module #14 Housing and Relocation Considerations Exploring options for housing in retirement, including downsizing, seniors communities, and relocation.
Module #15 Retirement Lifestyle and Activities Planning for a fulfilling retirement lifestyle, including hobbies, travel, and social engagement.
Module #16 Working in Retirement Exploring options for part-time work or entrepreneurship in retirement, including considerations and benefits.
Module #17 Retirement Planning for Small Business Owners Special considerations for small business owners, including sellling a business, succession planning, and retirement planning.
Module #18 Retirement Planning for Women Unique challenges and considerations for women in retirement, including longer life expectancy and caregiving responsibilities.
Module #19 Retirement Planning for Couples Coordinating retirement goals and plans for couples, including strategies for joint retirement accounts and benefits.
Module #20 Retirement Planning for Solo Agers Special considerations for solo agers, including planning for potential cognitive decline and creating a support network.
Module #21 Creating a Retirement Plan Developing a comprehensive retirement plan, including setting goals, prioritizing objectives, and creating an action plan.
Module #22 Implementing and Monitoring Your Retirement Plan Putting your retirement plan into action, including setting up accounts, investing, and regularly reviewing and adjusting your plan.
Module #23 Common Retirement Planning Mistakes to Avoid Identifying and avoiding common mistakes that can derail your retirement plan, including investment mistakes and planning oversights.
Module #24 Staying Motivated and Accountable Strategies for staying motivated and accountable in your retirement planning, including setting milestones and finding a support network.
Module #25 Course Wrap-Up & Conclusion Planning next steps in Retirement Planning career
