This course addresses current issues relevant to helping clients save for retirement and ensure that adequate retirement income lasts a lifetime. Topics include the retirement savings crisis, determining retirement needs, motivating clients to save, maximizing savings through tax strategies, choosing an appropriate retirement income strategy, tax-efficient distributions, and Social Security benefits claiming.
000285
MSFP
MSFPP
Single Course
9
1.00
Financial Planning
Master's Degree Program
Advanced Career Professional
No
No
0002852
0