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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
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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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