This course is designed for people within 3-5 years of retirement. It helps you plan for retirement, no matter your level of knowledge or retirement savings. People with $100,000 to more than $10 million have found this course to be of great value to their retirement planning.
FAQ category: Who the course is for.
Who is this course designed for?
I’m a long way from retirement. Should I still sign up?
While some of the information shared will apply to all people, most of this course material is specific to people retiring within five years. And while we’re confident you would still receive value from the course, some strategies may not be applicable until you are closer to retirement.
Do I need this course if I already have a financial advisor?
Even those who already have a personal financial advisor can gain valuable insights from this course. What you learn will depend on the depth of planning you receive from your current advisor. We encourage you to take strategies you learn in this course and review them with your personal advisor.