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About the Class

Simplify Your Retirement is a comprehensive retirement planning course for people who want to know how to prepare for retirement while taking the complexity out of the process. This course will guide you into creating your own, simple, written plan for retirement.

What will you learn in this course?

The curriculum focuses on the risks that must be addressed in a retirement plan, how to incorporate social security into your plan, and how to develop reliable retirement income.  You will also learn how to incorporate health care, inflation, and tax considerations into an overall plan.

Who should take this course?

If you want to come away with a simple approach to retirement planning that can give you financial peace of mind regardless of market conditions, then this course is for you.  You don't have to give up on liquidity, or safety, or growth as you prepare for retirement.

Why now?

With market volatility, interest rate instability, and tax law changes, what is a better time than now to ensure confidence in your retirement planning strategy? It may require a paradigm shift, but this course is designed to help you achieve the retirement dream you have been working towards.

Author

Stephen Stricklin

President and Owner of Wise Wealth, CFP®, CKA®
Stephen Stricklin is the president and founder of Wise Wealth, LLC – an independent, full-service wealth management firm. After starting his career as a teacher and a coach, Stephen took his passion of educating others and adapted it to the financial services industry. He was motivated by the desire to bring financial wisdom to his clients. He...

School

Stephen Stricklin's School

Requirements

There are no additional requirements.
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What's Included

Language: English
Level: Intermediate
Skills: Retirement Planning, Retirement Planning Strategy, Retirement, Retirement Income
Age groups: 45-54 years, 55-64 years, 65-74 years
Certificate: On completion
Duration: 10 hours 43 minutes
26 Videos
21 Documents
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