RETIREMENT FINANCIAL PLANNING 101 SYLLABUS

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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.