This course provides a fundamental working knowledge of the principles of developing a durable retirement income for those facing or already in retirement. The materials cover varied aspects of retirement income planning, such as longer life income challenges, excess taxation, inflation, healthcare expenses, aspects of making a financial decision, six areas where income is derived for retirement, and income goal setting, while highlighting the ABC Planning Model. Students will increase their awareness of the challenge and opportunities to develop durable retirement income to enhance their lifestyle. This course also covers general topics and is not designed to give specific solutions to individual needs.

The Maximizing Social Security course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.  The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.