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Avoiding Post-Retirement Insolvency

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Course Description

This course discusses items important to individuals as they begin their journey toward retirement. First, and perhaps most importantly, individuals should be prepared to begin retirement with a solid financial footing. Secondly, it is important to consider when to begin claiming Social Security and the options available regarding spousal payments. This course also covers managing pension and retirement savings withdrawals, information on annuities and reverse mortgages, and managing medical expenses, including Medicare benefits, premiums, out-of-pocket expenses, and supplemental coverage. Finally, the important topic of budgeting is discussed, balancing enjoyment with retirement income.

Learning Objectives

Upon successful completion of Avoiding Post-Retirement Insolvency, the user should be able to:discuss with individuals whether or not they are mentally and financially prepared for retirement,describe the options available to an individual and the individual's spouse for receiving Social Security benefits,discuss the potential impact of medical expenses upon retirement savings and present the many facets of Medicare,determine whether financial planning services might be beneficial, anddiscuss options for clients who have not saved enough for retirement.

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Learning Format 2.0 Hours
Self-Study / On-Demand

Credit Type(s)
Business Law Business Mgmt & Org