Course Catalog >> Personal Development
Critical Path Planning for Retirement
Course # 373
Advertising Description:
When will you retire? This class will help you map out a plan to retirement. Gain an understanding of the amount of money needed by the first day of retirement and the monthly savings amount needed to achieve this goal. Learn the five keys of successful retirement planning.
Key Topics:
- Put Your Financial Life Into Perspective
- Length of life odds
- Today's trends in retirement lifestyles
- Where retirement money comes from
- Your financial life in a nutshell
- Planning Your Future
- Retirement planning goals
- Financial planning example
- Determine your critical path to retirement
- Five Keys of Successful Retirement Planning
- Establish goals
- Understand risks
- Implement a strategy
- Measure results
- Make corrections
Objectives:
To have a better awareness of the opportunity you have to prepare for retirement; understand the importance of knowing how much you need by day one of retirement and the monthly savings required to achieve your goal; you will be exposed to a process you can use to help you stay on track.
Participants (audience course is aimed at):
All UI faculty and staff interested in learning about retirement planning.