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Financial Planning for the Big Picture

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Course Description

This workshop includes: Protection against disaster first. Then overview of historical financial/retirement planning. Calculating your personal retirement need. Risks and rewards of investing in securities post-2008. REITS, annuities, precious metals and other investment possibilities. Some focus will be placed upon non-financial areas connected to everyone's successful retirement - e.g, philanthropy, and activities.

Learning Objectives

To protect assets in case of another "financial deleveraging event" To help professionals invest for a successful retirement

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Learning Format 8.0 Hours
Webcast / Webinar

Credit Type(s)
Business Law Finance Specialized Knowledge Taxes Personal Development Economics Business Mgmt & Org