Retirement Planning Series: Money Management
Product Code: retc01 Time: 3.0 hour(s) CEUs: Available

Summary:

This course introduces basic financial planning and assessment strategies.

Objectives:

After completing this course, students will be able to:
  • Create retirement goals
  • Plan for reaching retirement goals
  • Assess current assets and their investment
  • Build up savings
  • Find good professional financial advisors
  • Make the most of tax strategies


Topics:

  • Creating a Plan
  • Assessing Your Financial State
  • Establishing Your Goals
  • Managing Your Assets
  • Building Up Your Savings
  • Professional Financial Help
  • Tax Strategies

Technical Requirements:

200MHz Pentium with 32MB Ram. 800 x 600 minimum screen resolution. Windows 98, NT, 2000, or XP. 56K minimum connection speed, broadband (256 kbps or greater) connection recommended. Internet Explorer 5.0 or higher required. Flash Player 7.0 or higher required. JavaScript must be enabled. Netscape, Firefox and AOL browsers not supported.

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