Planning for Risk and Retirement
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About this course
Learn to assess your tolerance for risk, evaluate investment products, and develop an investment mindset. This course prepares you to compare insurance policies, calculate your need for retirement income, and includes a step-by-step workshop on retirement planning.
What you'll learn
- assess risk tolerance
- evaluate investment products
- compare insurance policies
- calculate retirement income needs
- develop an investment mindset
Course objectives
- prepare for retirement planning
- understand different investment options
- create a personalized retirement plan
Skills you'll gain
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