Retirement Planning Today-Dixon

This course has been approved to meet the following ILETSB mandates:

Officer Wellness and Mental Health 6 Hours

Course Description:

Retirement Planning Today combines life planning & retirement planning concepts. Students will receive an easy-to-understand education on life planning and retirement planning strategies and a 200+ page textbook with examples and illustrations.

Here is a list of some of the takeaways from the training:

• What do you want your retirement to look like?

• Have you identified your retirement goals?

• Have you identified all your income sources in retirement?

• How much money do you spend per year?

• Do you track that amount for changes on an annual basis?

• Do you have a personal financial statement or a balance sheet?

• Have you projected where your taxable income will be in retirement?

• Have you reviewed your Social Security Statement for Accuracy?

• Have you determined the age you desire to begin collecting Social Security?

• Investments-How much risk is in your portfolio

• Do you compare your returns against a benchmark on an annual basis?

• Do you need life insurance today or are you self-insured?

• Do you have a will and/or a trust?

• Will your estate avoid probate?

• Plus, many more.