Certificate Retirement Planning Essentials
-- ViewingNowThe Certificate in Retirement Planning Essentials is a comprehensive course designed to equip learners with the necessary skills to excel in the retirement planning industry. This course highlights the importance of retirement planning, addressing the critical needs of a rapidly aging population and the increasing demand for retirement planning professionals.
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โข Introduction to Retirement Planning
โข Understanding Retirement Needs and Goals
โข Types of Retirement Plans: Traditional IRAs, Roth IRAs, 401(k)s, and More
โข Investment Strategies for Retirement Savings
โข Social Security Benefits and Claiming Strategies
โข Healthcare and Long-Term Care Considerations in Retirement
โข Estate Planning and Legacy Planning for Retirees
โข Managing Retirement Income and Expenses
โข Tax Planning for Retirees
โข Evaluating and Adjusting Retirement Plans
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