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Course Description

Leveraging the introduction that was provided to participants in CSRP Personal Finance, these two retirement planning courses (getting started and savings, pensions, and other income) will take a deeper dive into retirement planning.

In Getting Started, participants will explore and develop a retirement vision. At the end of the course, participants will be able to explain the three decades of retirement, how each decade differs and what you will do to accommodate the challenges of each one. At the end of the course, participants will have developed a realistic view of what steps, actions, and resources are needed to bring the vision to reality.
 

Notes

Instructor:  Carolyn Fallis 
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