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Course Catalog >> Personal Development

Dynamics of Managing Income in Retirement
Course # 419

 

Advertising Description:

Retirement accounts are designed to accumulate money. A significant change in thinking should occur as you approach the distribution phase. You need to understand how risks are different for retirees, how income producing accounts are different from accumulation accounts, and the importance of long term planning to achieve a secure retirement.

Key Topics:

Understand the dynamics of managing income in retirement and the different risks that retirees face compared to people who aren't retired.

Objectives:

Participants (audience course is aimed at):

Individuals within 4 years of retirement or recently retired.