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Advance Planning for Seniors Needs, 5th Edition

Topic

General Principles of Financial Planning

Program ID

274912

Hours

8.5

Format

Self-Study / Traditional course (50+minutes)

Complexity

Advanced

Description

This course will discuss the unique needs of retired persons, the resources available to meet those needs, and the planning techniques available at various stages of life. The course will consider life insurance and annuities, health insurance and long-term care, and investment vehicles, taxation, and market conduct issues.

Learning Objectives

After completion of this course, students will be able to accomplish the following: Recognize the importance of planning to alleviate the retirement shortfalls. Identify retirement income needs. Relate the primary sources of retirement income. Demonstrate the importance of wealth accumulation. Discuss the roles of life insurance, annuities and health care. Describe the purposes and methods of income tax and estate planning. Explain the importance of market conduct.