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Capital Area

Retirement Planning 101 Class

A free extensive, retirement financial planning class

 RETIREMENT FINANCIAL PLANNING 101 SYLLABUS


I. Filling the Gaps In Retirement

  • Gaps = “Income Problems”
  • Health Care Options for Early Retirees
  • Long Term Care
  • What Happens After You Are Gone?
  • Tax Analysis

II. Income Planning

  • Inflation
  • Market Volatility
  • Losses Hurt You More Than Gains Help You
  • Conflicts of Interest
  • Fee-Based Fiduciaries
  • What’s Your Income Stream?
  • What Does Your Pensions Look Like?
  • Social Security
  • Accumulation Phase
  • Distribution Phase
  • Retirement Income Myths

III. Case Studies

Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.

Capital Area

Wednesday, May 22nd
– or –
Thursday, May 23rd
6:00 pm – 8:30 pm
LCC – West Campus
5708 Cornerstone Dr, Lansing, MI 48917

Wednesday, June 26th
– or –
Thursday, June 27th
6:00 pm – 8:30 pm
LCC – West Campus
5708 Cornerstone Dr, Lansing, MI 48917