Highlights
<li>Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client</li>
<li>Using the residence and other real estate as retirement assets through equity and rent</li>
<li>Using the small business as a retirement resource through creative retirement plans</li>
<li>Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement</li>
<li>The three-legged retirement stool of employer retirement, savings, and Social Security</li>
<li>Distribution/asset liquidation planning</li>
<li>Analysis of the most current/important research on retirement planning and sustaining retirement income levels</li>