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.
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
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: