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Retirement Planning Series: Money Management
Product Code: retc01 Time: 5.0 hour(s) CEUs: Available

Summary:

This course introduces basic financial planning and assessment strategies.

Objectives:

  • Create retirement goals
  • Plan for reaching retirement goals
  • Assess current assets and their investment
  • Build up savings
  • Find good professional financial advisors
  • Make the most of tax strategies


Topics:

  • Creating a Plan
  • Assessing Your Financial State
  • Establishing Your Goals
  • Managing Your Assets
  • Building Up Your Savings
  • Professional Financial Help
  • Tax Strategies

Technical Requirements:

P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Cookies enabled; Sound card with speakers or headphones strongly recommended.



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