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Library 3 : End User Home and
Small Business
Retirement Planning Series
Total Time: 8 hours
| Retirement Planning: Money Management
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4 hours |
RETC01
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Retirement Planning: Money Management
introduces basic financial planning and
assessment strategies.
- Creating a Plan
- Assessing Your
Financial State
- Establishing
Your Goals
- Managing Your
Assets
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- Building Up Your
Savings
- Professional
Financial Help
- Tax Strategies
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| Retirement Planning: Investing |
4 hours |
RETC02
|
Retirement Planning: Investing explains
the basic investment tools used to build
up savings for retirement.
- Pension Plans
- IRAs and Keoghs
- Employer Investment
Programs
- Cash Investments
- Stock and Mutual
Fund Investments
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- Bond Investments
- Minimizing Investment
Taxes
- Allocating Your
Assets
- Investment Fundamentals
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