Separate pension myths from facts so you can retire when you want, how you want.
56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account. Many working in state institutions, universities, public schools, and first responders use a retirement package known as a pension. According to research, since 2017, only 16 percent of Fortune 500 companies offered a traditionally-defined benefit pension plan to new hires, a decrease from the 59% of that same group of employers that offered pensions in 1998. There are many issues with pension plans, from being underfunded to not providing enough income to meet retirement expenses. While there are some cons to pension plans, there are also some benefits - this course looks at both. If you are planning to retire or know someone ready to retire - you must attend this crucially important course.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Learn the Differences Between a Pension and a Traditional Corporate Plan
Compare and Contrast Pension Plans Across the United States
Understand the Income Gap From Plan Benefits to Your Required Expectations
Analyze Why Your State Pension Might Not Be Able to Support You
Separate the Pension Myths From Facts so That You Can Retire When You Want, How You Want
Determine the Difference Between a Pension and Social Security and How You Get Paid
Learn How to Get Immediate Assistance and Make Proper Retirement Preparations
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 21, 2022.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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