One financial goal that everyone should work toward is having a financially secure retirement. This course covers options for retirement planning.

Estimated completion time (hours): 1.1

Objectives

By the end of this course, you will be able to do the following: 

  • Understand the benefits of compound interest
  • Describe 401(k) plans
  • Describe a traditional IRA
  • Describe a Roth IRA
  • Describe small business retirement plans
  • Understand the purpose of Social Security

Estimated Time (Hrs): 1.1
Language: English
No one likes to think about becoming incapacitated or dying, but it is important to plan ahead in case the worst happens. This course discusses estate planning tasks.

Estimated completion time (hours): 0.8

Objectives

By the end of this course, you will be able to do the following: 

  • Define a will
  • Describe probate
  • Understand beneficiaries
  • Define trusts
  • Describe durable powers of attorney for finances and healthcare

Estimated Time (Hrs): 0.8
Language: English