Course Description

Retirement planning refers to financial strategies of saving, investments, and ultimately distributing money meant to sustain oneself during retirement.

Retirement planning takes into account not only assets and income but also future expenses, liabilities, and life expectancy.

In this program, you will discover 12 questions that you can use to help your client retire more comfortably and confidently.

Course curriculum

    1. Planning for your Client's Retirement

About this course

  • Free
  • 1 lesson
  • Duration - 10 minutes