Stonebridge IT School - Providing Interactive Learning

RETIREMENT PLANNING

Course Description

This series is designed to help users plan for a financially secure retirement. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. Also covered are strategies for finding good professional financial advisers. An in-depth discussion of investing strategies is provided, including company retirement plans, stocks, bonds, mutual funds, allocation and diversification of funds, and tax strategies.

Course Synopsis

MONEY MANAGEMENT
INVESTING

only £50.00
(approx $88 USD)

MONEY MANAGEMENT

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Introduces basic financial planning and assessment strategies.

TOPICS COVERED

Creating a Plan
Assessing Your Financial State
Establishing Your Goals
Managing Your Assets
Building Up Your Savings
Professional Financial Help
Tax Strategies

INVESTING

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Explains the basic investment tools to use to build up savings for retirement.

TOPICS COVERED

The Tools of Retirement Investing
Employer Investment Programs
Cash Investments
Stock and Mutual Fund Investments
Bond Investments
Minimizing Investment Taxes
Allocating Your Assets
Investment Strategies

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only £50.00
(approx $88 USD)