Planning Your Retirement Income Mix
Course # 579
This course will discuss your retirement, specifically, determining a mix of retirement income sources that will last a lifetime. As you will see, once you have retired and started generating an income stream from your assets, everything changes. What are the risks that you'll encounter in retirement and how they can be managed.
Objectives (At the end of this course participants will be able to):
- Invest and manage your money
- Turn assets into lifetime income
- Manage risk, not just money
The 5-step Retirement Income Planning Process:
- Determine your retirement goals
- Retirement needs/retirement wants
- Dependable income stream
- Other income
- Unexpected expenses
Participants (audience course is designed for):
This course is suitable for any UI employee.