Course Content 1 – Rethink Retirement

Course Content 1admin2020-04-14T18:40:18+00:00

RETHINK RETIREMENT COURSE

A 4-HOUR FINANCIAL EDUCATIONAL WORKSHOP FOR ADULTS: AGES 50-70

Course Content

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Class Introduction

Meet Your Instructor

Pre-Class Survey

Course Materials and Resources

How Can We Help You?

Disclaimer – The Coastal Financial Planning Group

Module #1 – Financial Fundamentals Part 1 7 Topics | 1 Quiz

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Lesson Content

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Topic 1 – The 3 Legged Stool

Topic 2 – Employee Based Retirement Plans

Topic 3 – Longevity

Topic 4 – Phases of Retirement

Topic 5 – Expenses In Retirement

Topic 6 – Withdrawal Rates

Topic 7 – Dow Jones Historical Averages

Module 1 Assessment Quiz – 6 Questions

Module#2 – Financial Fundamentals Part 2 9 Topics | 1 Quiz

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Lesson Content

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Introduction To Module 2

Topic 2 – Bill & Jill Examples #1

Topic 3 – Bill & Jill Examples #2

Topic 4 – Sequence of Returns

Topic 5 – The Rule of 100

Topic 6 – The Law of Large Losses

Topic 7 – Inflation Rates

Topic 8 – Average Returns VS Compound Returns

Topic 9 – Tax Rates and Retirement

Module 2 Assessment Quiz – 6 Questions

Module#3 – Types of Financial Products 11 Topics | 1 Quiz

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Lesson Content

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Topic 1 – Introduction to Financial Products

Topic 2 – The Rule of 100 Revisited

Topic 3 – Bonds

Topic 4 – Stocks

Topic 5 – Mutual Funds

Topic 6 – Exchange Traded Funds (ETF’s)

Topic 7 – Real Estate Investment Trusts (REITs)

Topic 8 – Annuities

Topic 9 – Life Insurance

Topic 10 – Review of Financial Products

Topic 11 – Products/Distribution Models & Sources of Retirement Advice

Module 3 Assessment Quiz – 7 Questions

Module#4 – Retirement Income Sources 7 Topics | 1 Quiz

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Topic 1- Retirement Income Sources

Topic 2 – Social Security Basics

Topic 3 – Details of Social Security

Topic 4 – Taxation of Social Security

Topic 5 – Combined Income in Retirement

Topic 6 – IRA Retirement Plans

Topic 7 – Ask Your Tax Professional

Module 4 Assessment Quiz – 6 Questions

Module#5 – Retirement Income Sources (continued) 8 Topics | 1 Quiz

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Topic 1 – Workplace Plans

Topic 2 – Workplace Plans (continued)

Topic 3 – Small Business Plans

Topic 4 – Hypothetical Example

Topic 5 – Life Insurance

Topic 6 – Annuities

Topic 7 – Income Allocation vs Asset Allocation

Topic 8 – Income Sources Review

Module 5 Assessment Quiz – 6 Questions

Module#6 – Managing Financial Risk in Retirement 7 Topics | 1 Quiz

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Topic 1 – Introduction to Module 6

Topic 2 – Managing Risk

Topic 3 – Types of Insurance

Topic 4 – Medicare

Topic 5 – Medigap & Complimentary Medicare Book

Topic 6 – Long Term Care Insurance

Topic 7 – Managing Risk with Life Insurance

Module 6 Assessment Quiz – 6 Questions

Module#7 – Basics of Estate Planning 8 Topics | 1 Quiz

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Topic 1- Introduction to Estate Planning

Topic 2- The ABCs of Estate Planning

Topic 3 – The Pieces of Estate Planning

Topic 4 – Beneficiary Designations

Topic 5 – The Use of Trusts in Estate Planning

Topic 6 – Avoiding Probate

Topic 7 – Estate & Gift Tax Exemptions

Topic 8 – Spousal Considerations

Module 7 Assessment Quiz – 6 Questions

Certificate of Completion 1 Topic

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Congratulations! End of the Course

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