The objective of this course is to provide valuable information to help create a retirement plan that gives attendees confidence. The information presented and the materials attendees receive by participating in this financial educational course will help them make a more informed retirement decisions. After attending both three hour classes and reading the course manual provided, attendees should understand the following:

Objectives and Materials.

1. The basics of Medicare eligibility

2. Social Security election strategies

3. The difference in the three phases of your financial life

4. The different types of annuities and where they may or may not be appropriate for you

5. Things to consider if you are working with an insurance agent, broker, investment advisor, or some combination of all three

6. Passive, strategic, active, and tactical investment strategies

7. Required Minimum Distributions

8. How to properly title your investment and savings accounts

 

Course Materials

Below is a list of branded Retirement Answers 101 course materials that are available:

• Custom RA 101 Website

• 100 Page Educational Manuals

• Attendee Course Overview & Outline

• Instructor Course Guidelines & Tips

• Attendee Course Notebook

• Pocket Folders

• Pull-up Banners

• Indoor and Outdoor Signs

• Wedding Style Direct Mailer Invitations

• Post Card Invitations

• RSVP Service