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This course introduces basic financial planning and assessment strategies.
  • Create retirement goals
  • Plan for reaching retirement goals
  • Assess current assets and their investment
  • Build up savings
  • Find good professional financial advisors
  • Make the most of tax strategies

Time : 5.0 hour(s)

This series is for anyone who is interested in investing for retirement.

This course explains the basic investment tools to use to build up savings for retirement.
  • Use company retirement plans
  • Invest cash reserves
  • Utilize stock, mutual fund, and bond investments
  • Take advantage of tax strategies for investments
  • Allocate assets between investments

Time : 5.0 hour(s)

This series is for anyone who is interested in investing for retirement.