Course Catalog >> Personal Development
The Roadmap to Retirement
Course # 696
The retirement journey begins with saving for the future, and then travels through asset allocation, consolidation, protection and tax diversification, and finally drives onto retirement income and wealth transfer. Having conversations about these topics throughout your retirement journey and at the appropriate mile markers can help you travel safely to your retirement destination. The presentation will discuss mile marker conversations to consider in your 40s, 50s, 60s and 70s.
Objectives (At the end of this course participants will be able to):
Uunderstand the discussions you want to have with your financial professionals prior to age 50 and at ages 50, 55, 59 ½, 62, 65, 66-70 and 70 ½.
Participants (audience course is designed for):
This course is suitable for any UI employee.