More and more, the burden of making sound financial decisions is coming to rest on the shoulders of consumers. Many companies have shifted their retirement plans away from traditional pension plans and instead turned to 401(k) plans making those invested their own chief investment officer. Social Security is facing solvency issues and the financial environment seems like it is changing faster than ever. Retirement Answers 101® educational course is designed to help you better understand the investment options available to you in retirement.
By attending Retirement Answers 101®, you will learn about many of the financial products available to you, as well as the potential advantages and disadvantages of each. We will discuss strategies that may help you save money on taxes, manage investment risks, and prepare for what seems to be ever-rising healthcare expenses. This course is meant to help you navigate the constantly changing financial landscape, allowing you to achieve your retirement goals.
Retirement Answers 101 is a comprehensive financial education course intended to provide pre-retirees and retirees with a better understanding of the many financial planning pitfalls that need to be considered as they face retirement. Whether the goal is to maintain the lifestyle they have become accustomed to during their retirement years or prepare for the next step.
A recent survey shows, that almost half (46%) of investors in this country are worried they will outlive their savings in retirement. In fact, according to a 2014 Wells Fargo/Gallup survey of 1,011 investors who have $10,000 or more in savings and investments, 36% of retired investors and 50% of those who aren't yet retired are concerned that they will run out of money during retirement and that their main source of retirement income will come from Social Security.
The objective of this course is to provide valuable information to help you confidently create a retirement plan and help you make more informed retirement decisions (whether you are a DIY investor or work with a financial professional).
If you are looking for a better understanding of which planning tools and investment vehicles are fully available to you at this stage of your financial life, or if you would like a better understanding of the products and strategies that are available to the variety of investors, agents, brokers, and advisors, and how blending strategies may work to your advantage, this course may be for you. If you would like to better understand what investment options and opportunities you have with your retirement accounts (IRA, 401(k), 403(b), and TSP) during your life and the lives of your loved ones, this course will be time well spent.
This course is intended to provide pre-retirees and retirees with a better understanding of the many financial planning areas that need to be considered as they enter into (or maintain the lifestyle they have become accustom to during) their retirement years.
What You Will Learn
AS AN ADDED BONUS FOR ATTENDING THIS COURSE
All course attendees will automatically receive a FREE membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:
Who Should Attend
Information and Legal Disclosure about AFEA
AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.
Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.
Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.
