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Conservative Retirement Planning Course Syllabus

Course DescriptionCourse Description
This course provides a fundamental working knowledge of the principles of conservative retirement planning. The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, planning for Social Security, and more. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.
This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and in line with the goals and objectives you establish.
Course ObjectivesThe objectives of this course are to provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage investment risks and create the income stream for the retirement that you want. By the end of this course, you should be able to:
  • Understand the development of risk in the markets
  • Strategically allocate your assets in a conservative manner
  • Develop an income plan for your retirement including choosing the optimal distribution strategy for collecting Social Security
  • Know the difference between fixed principal and fixed income assets and how to use them
  • Develop your own financial profile
  • Know what questions to ask a potential advisor
  • Determine your own personal risk tolerance
  • Develop your own retirement budget
Your Reading MaterialThe course uses the short textbook, “Social Security Made Simple” along with a custom designed workbook which will be provided to you.
Course ParticipationIf you are looking for answers to what happens to your plans when the financial markets experience a downward trending bear, and what you can do to limit the exposure you have to it, this course is for you. If you are concerned about your IRA, 401(k), 403(b) or other retirement accounts or maybe just want to be more confident in your current plan, you will believe this course is time and money well spent.
The best way to profit from this course is to read the assigned textbooks, do the assigned homework and participate in the classroom discussions as you feel comfortable.
Course InstructorsCourse Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with “Real World” examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.
Communication with InstructorThe instructor is open for questions and inquiries about the material covered by the course.
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

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The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

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