Retirement and Estate Planning

Catalog description

This course provides an in-depth understanding of retirement and estate planning strategies. Focusing on practical application, the course will equip students with the knowledge and skills to guide clients in creating sustainable retirement income plans and managing estate assets for future generations. Topics covered include retirement income strategies, Social Security, tax implications, estate law, wills, trusts, and advanced estate planning techniques. The course also addresses risk management strategies for retirement, wealth transfer, and planning for unexpected life events such as disability and death. By the end of the course, students will be prepared to develop comprehensive retirement and estate plans, tailored to individual client goals and financial situations.