Gain an understanding of what is and is not available to live the lifestyle you desire with the liquidity you need.
There is an incredible number of baby boomers heading for retirement. By 2030, all of the baby boomers will be over 65. The result requires an astute level of knowledge from these investors as to what money they will have (if any) in retirement. Not only is there health to consider, but all retirees will have guaranteed incomes and expenses, and non-guaranteed income and expenses creating fear of living a comforting retirement. After years of accumulating income in investments and retirement and pension programs, now is a perfect time to understand what is and is not available to live the lifestyle you desire with the liquidity you need. This is a must-attend course for all ages wanting to place finances under control and create the lifestyle desired while also creating a lasting legacy.
Add to Wishlist
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.
Agenda
Understand the Difference Between Systematic and Unsystematic Risk
Analyze Methods for Proper Research for More Sound Decisions
Critique How Monetary Policy and Inflation Help or Hinder Your Long-Term Plans
When to Review Your Statements and Why You Must Not Fear Them
Five Methods to Conducting a Carrier Call to Educate Yourself on Your Portfolio
Learn What Asset Allocation Is and How to Leverage Volatile Markets
Design New Methods for Changing the Portfolio When External Forces Hinder Returns
What Business Owners Must Do to Create a Succession and Exit Plan
Add to Wishlist
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 May 10, 2022.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Add to Wishlist
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
Add to Wishlist
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.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
