RETIREMENT COURSE DETAIL
WE TEACH OUR RETIREMENT COURSE AT THE CITADEL
NEW CLASS OFFERING
New Retirement Course dates will be posted as soon as they are available. Check back often!
We have been teaching this course on retirement finances for several years at various locations throughout the South Carolina Lowcountry, including The Citadel, and 100’s of people in your community have attended. Please continue reading below for full course details.
IN THIS 2 HOUR COURSE YOU’LL LEARN:
CHAPTER 1 – 3
1. BUILDING YOUR PERSONAL FINANCIAL STATEMENTS
There is no way to plan for where you want to go if you do not know where you are. To create a strategy for your future, the foundation must start with the ability to build your own personal financial statements.
2. INVESTMENTS – UNDERSTAND YOUR PORTFOLIO
Investment success depends on not only knowing the basics of your portfolio, but also the behavior behind your own financial decisions. Contrary to popular belief, you are not completely at the mercy of the markets!
3. REAL LIFE RISK – TO YOUR PORTFOLIO & GOALS
The closer you get to retirement, and especially during retirement, the more crucial making the right decisions becomes, as you are left with less and less time to recover from mistakes or personal hardships. Learn how to prepare for any of the following:
CHAPTER 4 – 6
4. PORTFOLIO RISK MANAGEMENT TECHNIQUES
In a world where the trend is for most professionals and academics to talk about smart betas, dynamic hedging and complicated algorithms, you will learn how critical it is to keep your approach simple and consistent. Develop a philosophy to:
5. INSURANCE – ANNUITIES, MEDICAL COSTS, LONG-TERM CARE
We will cover how annuities work, from the simplest form to the most complex. You will learn how to evaluate your Medicare and health insurance options. Also, you will be able to determine if Long-Term Care insurance is appropriate for your circumstances.
6. ESTATE PLANNING
Everybody needs estate planning, as it is not just for you, but also for the loved ones you leave behind. You will learn to keep your assets out of the government’s hands and direct as much as possible to your family, friends, or charity. Finally, proper legal planning in health care matters can help you ensure the decision-making process is as straightforward as possible for anyone who must make medical decisions for you. We will cover: