Retirement Planning 101 Class
A free intensive, hands-on retirement financial planning class now held online and OnDemand. This class has been taught at colleges and universities in Knoxville and across the country.
How to retire with confidence!
Join Us For A Complimentary OnDemand Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.
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 Pension Look Like?
- Social Security
- Accumulation Phase
- Distribution Phase
- Retirement Income Myths
III. Lab Portion
You will have the an opportunity following the class to build your own retirement financial plan through a one on one coaching session.
*The class materials presented are Knoxville Retirement Planner’s, they have not been reviewed or endorsed by any institution. Knoxville Retirement Planner is not affiliated with any College or University.
Your Retirement Professor:
Albert Stout
