Retirement Planning 101 Courses
Full Course and Personal Lab
Ascend works through local colleges to provide a complimentary course geared at helping you develop a full-scale retirement strategy. The course consists of a 2.5 hour lecture, followed by an individually scheduled lab session to develop a custom retirement plan based on your needs and goals.
A Few of the Topics Include
Income Planning
- Recent changes in Social Security and how to plan properly.
- How to properly plan for Medicare and Long Term Care without it affecting your income.
- How to maximize your pension and options to establish a privately funded pension.
Financial Concerns
- How to manage uncertain markets.
- How to protect your profits from volatility.
- Preparing for inflation and taxes.
- How to avoid running out of money.
- Understanding differences between advisors.
The Unexpected
- How to determine your worst case scenarios.
- Planning for the fact we’re living longer.
- Planning for survivorship through wills and trusts.
- Health care planning.
- Options at death.
Learn The Insights and Strategies for a Successful Retirement Plan
Classes are offered at Collin College, Frisco, Texas. A course book is provided and an individually scheduled lab is offered for no additional cost. Click the link below to register for an upcoming class.