Rethink Retirement Course Resources

Here are some course resources to help you with your journey through the course. Here you will find a few helpful videos as well as some downloads that will correspond with the information within the modules. Please feel free to download these and use them whenever you need them.

Class Introduction and Your Instructor

Rick Durkee
PRESIDENT, FOUNDER AND
CHIEF INVESTMENT ADVISOR

As the Founder and President of The Coastal Financial Planning Group, Rick Durkee is a recognized leader of the financial services industry in Charleston, SC. Since founding The Coastal Financial Planning Group in 2003, he has served his clients and the community by offering advanced retirement planning solutions for individuals and business owners.

Rick has developed his passion as a retirement advisor with recognized investment and insurance firms such as Prudential, New York Life, and MetLife where he earned his designation as a Life Underwriting Training Council Fellow LUTCF®.

His core values for helping people understand their retirement needs and the kind of planning required for meeting those goals is apparent to the listeners of his two informative podcasts, Christian Business Values & Navigating Retirement, available on all major platforms.

He is an ambassador for S.C. Christian Chamber of Commerce, he earned his bachelor’s degree in business management/marketing from the University of South Carolina in 1981. Professionally, he holds a Series 65 securities license, as well as the Life, Health, and Disability insurance license for South Carolina along with several other states in which he serves his clients.

Course Materials and Resources

Please find your class resources at the links below. You can download these resources at any time and save them for your reference as part of the Rethink Retirement class materials. Please feel free to contact us at any time by clicking the “Ask A Question” button.

Click these links to download:

• Rethink Retirement Class Text Volume #1
• Addendum to Class Text Volume #1
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• Rethink Retirement Class Text Volume #2
• Addendum to Class Text Volume #2
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• Coastal Financial Group Income Plan Example
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We’re going to take a survey now really quickly to find out what your intentions were for getting into this class. And so we can understand your needs a little bit better.

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1 Step 1

PRE-COURSE ASSESSMENT

(Circle your level. 1 = Least Confident / 5 = Most Confident)
How confident are you in your knowledge and understanding of the following topics in relation to retirement? There are no right or wrong answers. This assessment is intended to help you gauge the growth of your knowledge base from before attending the course with your level of understanding on these topics afterwards.

Survey
12345
1. Financial Fundamentals. The basic financial factors of a retirement strategy. (longevity risk, budgeting, income sources, potential impact of taxes, withdrawal rates, etc.)
2. Types of Financial Products. The different kinds of product options you may have and how each function.
3. Retirement Income Sources. The ins and outs of various sources for income in retirement. (Social Security benefits, IRAs, 401(k)s, pensions, annuities, etc.)
4. Risk Management. The numerous ways to help manage various risks that can affect your retirement years.
5. Basics of Estate Planning. The basic knowledge of an estate planning strategy. (asset distribution, how taxes may affect your estate, etc.)
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Income Allocation Course Resources

Here are some course resources to help you with your journey through the course. Here you will find a few helpful videos as well as some downloads that will correspond with the information within the modules. Please feel free to download these and use them whenever you need them.

Class Introduction and Your Instructor

Course Materials and Resources

Income Allocation Course Materials and Resources

Please find your class resources at the links below. You can download these resources at any time and save them for your reference as part of the Rethink Retirement class materials. Please feel free to contact us at any time by clicking the “Ask A Question” button.

Click these links to download:

• Income Allocation Text Book
• Income Allocation Workbook
• Bill and Jill Sequence of Returns
• Current Retirement Assessment Worksheet
• Income Allocation Relevant Articles

We’re going to take a survey now really quickly to find out what your intentions were for getting into this class. And so we can understand your needs a little bit better.

[]
1 Step 1

Income Allocation Questionnaire

How confident are you in your knowledge and understanding of the following topics in relation to retirement? There are no right or wrong answers. This assessment is intended to help you gauge the growth of your knowledge base from before attending the course with your level of understanding on these topics afterwards.

Survey2
YesNo
1. Do you know if your current income strategy is strong enough to endure a 30+ year retirement?
2. Do you know how to identify and solve for potential retirement income gaps in your current strategy?
Do you know what withdrawal rate you should consider from your current retirement assets given today’s
economic environment?
4. Do you know how sequence risk can affect your overall retirement income strategy?
5. Do you know what options are available for any identified ‘lazy money’ to help ensure your retirement strategy is intact?
6. Do you understand longevity risk and how it can multiply other risks?
7. I would like to schedule a strategy session to explore how various financial strategies and insurance products can help me meet my retirement income goals.
8. I’d like a speaker to present, Income Allocation for my group (civic organization, church, book club, company, etc.) Please contact me.

MAKE INFORMED AND EMPOWERED DECISIONS TO HELP ENHANCE YOUR LIFETIME INCOME!
LET’S DISCUSS YOUR SPECIFIC CONCERNS IN MORE DETAIL
If you answered “No” to one or more questions above, you might want to take time to review your strategy.
If you check “YES,” we will call you to schedule your appointment with a financial professional in our office.

Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

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