
Financial Strategies for Successful Retirement
® (FSSR) gives participants the knowledge they need to succeed in retirement. Covering everything from Financial Basics to Estate Planning, course topics include:
- Starting to plan for retirement
- Nearing retirement
- Already retired
FSSR includes instruction from an experienced Certified Financial Planner
TM, and participants are provided a personal financial worksheet, a comprehensive workbook, and an optional consultation. Considering this course? Bring your questions. Understand how Social Security and Pensions play into your future, receive foundational information about investing, and explore how you can leverage retirement accounts to their optimal advantage. There also is a section about mitigating life risks. Planning for a financially secure retirement does not need to be confusing. This course will provide steps for creating a roadmap to help you thrive in retirement.