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Module 7 Putting Your Money to Work as Your Lifestyle Changes

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As seniors we typically know the importance of making our money work as effectively as possible for us.

Our greatest challenge will be to utilize the lessons that we have learned and the wisdom that we have gathered as we continue to experience lifestyle changes – and the impact of an evolving word. In this module, we will cover the following topics:

  • You Are Not Alone When It Comes to the Challenge of Putting Your Money to Work
  • New Risks:  The Impact if COVID-19 on Retirement Planning
  • How to Make Wise Investments in Your Senior Years
  • How to Manage Risk With Investment Choices
  • Risk Strategies for Every Decade––50s and Beyond
  • Wealth and Estate Planning
  • Tax Reduction Strategies
  • Finding a Financial Professional and Services to Expect
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Module 8An Introduction to Retirement Income Planning

The transition from a lifetime of working, to one of retirement can be difficult for a senior, from both a financial and an overall well-being perspective. Understanding the financial impacts of successful retirement income planning can help to relieve stress, and lead to positive outcomes. In this module, we will cover the following topics: From […]

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Module 9Protecting Your Health and Assets

As a senior, you have worked hard to attain the lifestyle that you enjoy – and part of that lifestyle is based on the assets that you have and your ability to continue to enjoy them. Protecting those assets during your senior years, and the legacy that they offer to your loved ones upon your […]

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