This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement, and are exploring the usage of income vehicles in their financial planning process. This course is designed to take the confusion out of understanding the investment tools available and provide you with everything you need to know in an easy to understand format. You will be equipped with the knowledge and tools necessary to put your plan into action.
What you will learn:
· The different types of income tools
· Pros and cons to each tool
· What is an annuity?
· Various types of annuities
· How to build income that will last a lifetime
· Long-Term Care options
· How to choose the right income investments and their fees
Event Type(s): Adult Program
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