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Retirement Planning Series
Total Time: 8 hours
Retirement Planning: Money Management Time: 4 hours RETC01
Retirement Planning: Money Management introduces basic financial planning and assessment strategies.
  • Creating a Plan
  • Assessing Your Financial State
  • Establishing Your Goals
  • Managing Your Assets
  • Building Up Your Savings
  • Professional Financial Help
  • Tax Strategies

Retirement Planning: Investing Time: 4 hours RETC02
Retirement Planning: Investing explains the basic investment tools used to build up savings for retirement.
  • Pension Plans
  • IRAs and Keoghs
  • Employer Investment Programs
  • Cash Investments
  • Stock and Mutual Fund Investments
  • Bond Investments
  • Minimizing Investment Taxes
  • Allocating Your Assets
  • Investment Fundamentals

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