Take Control of Your Finances
We want to give you the tools you need to gain confidence when it comes to making big financial decisions for the next phase of life. You don’t need to get a master’s degree in finance to gain confidence. But you must know certain things so you can detect a cheap sales pitch from a real solution.
By the end of this course, you will feel comfortable answering these questions and more.
Prepare for Retirement
- How do you manage your risks without breaking the bank?
- How can you invest to maximize return but not take too much risk?
- How exactly will you draw an income during retirement?
- What will social security look like for you?
- How much do you need to be saving right now?
- How can you minimize taxes now and through retirement?
- What does a successful estate plan look like?
Prepare yourself now to retire well in the future
Learn how all the pieces of a proper financial plan fit together
Identify when a financial person is selling you a product you don’t need
Course Outline
Comprehensive financial understanding
Building a financial plan is like making a puzzle—you need all of the pieces for the whole picture to make sense. If you have all the pieces related to risk management, but you don’t have the investing pieces, you’re not going to get things right. Each area affects all of the other areas. That’s why, when making a financial plan, it’s essential to consider every area of your financial life. That’s what this course helps you do. We give you a little knowledge of each area, so you can see the full picture.
