Post-Retirement Planning For Seniors (INSCE031a)

Postretirement planning considers everything from the availability of employer-sponsored pensions, Social Security and personal savings to protecting income from inflation, medical care, and long-term care. 

Most retirees can expect to live well beyond their 65th birthday. Realistic financial planning assumes that our clients will live a long, healthy, and active life. This course is not about saving for retirement, however. It’s about ways the financial professional can help seniors successfully manage their finances during retirement. Just as pre-retirement planning is most valuable when the right strategies are used, so too is post-retirement planning. 

The financial professional must conscientiously listen to their client’s concerns, combine these concerns with the facts of their situation, and design a unique financial plan that meets their needs.

This course equips the financial professional with the essential knowledge to accomplish this, as well as the questions to ask in assisting seniors in finding the best approaches to preserving and distributing their accumulated assets.