• Course Curriculum

    Taxes - Roth Conversions - Stocks and Bonds - Social Security -  More!
    View Syllabus

How did we develop this course curriculum?

We developed the curriculum one the past decade teaching financial courses to retirees. Over the the years, the same questions kept popping up:

  • When can I retire?
  • When should I take Social Security?
  • How and I minimize my taxes on my retirement accounts?
  • Should I pay off my mortgage?

Its from these years of experience that we know what questions retirees have, and its from these questions that we devoted our course material. 
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Subject Matter Covered

Social Security
Retirement Income
Trust and Estates
Charitable Giving
Investing in Retirement

​​Retirement 101Syllabus

Course Introductions
Chapter 1: Time and Money
Chapter 2: The Financial Planning Process

Chapter 3: The Four Genetic Defects of our Financial DNA
Chapter 4: The Big Three
Chapter 5: Ask Allie
Chapter 6: Investing in Retirement=
Chapter 7: Retirement Income
Chapter 8: Tax Planning in Retirement
Chapter 9: Social Security
Chapter 10: Risk Management
Chapter 11: Estate Planning