Course Catalog >> Personal Development
Building a Strong Financial Future; Strategies for Age 45 to Retirement
Course # 701
This course will describe the pools of money used to fund your retirement and the factors that impact these pools. These strategies are geared for age 45 to retirement age and will help you determine what portfolio allocation is right for you as you are saving for retirement.
Objectives (At the end of this course participants will be able to):
- Focus on retirement savings needs and the impact of inflation.
- Risks of different asset allocation strategies.
- Estate planning considerations and new tax rules.
Participants (audience course is designed for):
This course is suitable for any UI employee