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Course Overview

This course explores retirement planning strategies across the accumulation and distribution phases. Learners evaluate retirement needs, income strategies, and public benefits while considering behavioral factors that influence long-term financial decisions.

Course Outline

  • Perform retirement needs analyses incorporating longevity, inflation, and sequencing risk.
  • Recommend retirement savings strategies using qualified and non-qualified plans.
  • Develop retirement income and distribution strategies integrating Social Security, Medicare, and tax considerations.
  • Communicate retirement tradeoffs, risks, and contingencies in client-friendly terms.
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