HS 353 Retirement Income Process, Strategies and Solutions

Upon completion of this course, the student will be able to: - Understand the steps in creating an effective retirement income plan - Identify retirement income needs, objectives, and goals by evaluating the client’s current situation - Determine how to choose the appropriate retirement income strategy for your clients - Evaluate income tax, estate issues, retirement risks, and other threats to an effective retirement income plan - Integrate risk management tools, products, and strategies to create an effective retirement income plan