So You Made Some Money . . . Now What? Financial Planning: From Salary to Social Security

Start Time/Date: 1:00 PM Tuesday, March 14, 2017
End Time/Date: 4:00 PM Tuesday, March 14, 2017

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Additional Event Information
This 3 hour course (#52344) will update your license with 3 hours Life credit. 

So you made some money . . . now what?  This course will help to identify functions of personal financial planning and how risk management tools can be used in meeting a family's financial planning objectives.  It will assist in exploring retirement planning and time value of money concepts as well as the role of Life Insurance, Annuities and Mutual Funds in meeting personal financial planning objectives.  It will also discuss how Disability Income and Long Term Care insurance products can help preserve a financial plan with income replacement and protect against the high cost of long term care.  Finally, this course will dive into the common but often misunderstood provisions of Medicare and Social Security.