courseraБизнес

Retirement and Estate Planning

Курс от Pearson

Начальный≈ 3.9 чАнглийский

О курсе

Secure your financial legacy by mastering the essentials of retirement and estate planning. This comprehensive course will guide you through comparing different retirement plans and creating a personalized strategy to fund your desired lifestyle. You will also learn the critical components of a will and explore effective strategies like trusts to ensure your assets are distributed according to your wishes. You'll leave with a clear roadmap to protect your future and provide for the people and causes you care about most.

Навыки, которые вы освоите

Estate Planning Wealth Management Asset Protection Financial Planning Benefits Administration

Программа курса

1 модулей · 10 учебных материалов

01Retirement and Estate Planning10 материалов

Reading: Planning for Retirement pp. 510-525Внешний инструмент Interactive: Employer-Sponsored Retirement PlansPLUGIN Reading: Retirement Plans for Individuals, Self-Employed and Those in Small Businesses pp. 526-539Внешний инструмент Interactive: Retirement Plans for the Self-EmployedPLUGIN Reading: Estate Planning and Wills pp. 550-559

Учитесь у экспертов

Pearson

Преподаватель курса