Online Instructor-Led MENTOR Course with Study Materials: 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions.  All lectures are recorded and are available up to four weeks after your last day of classes.  Includes enrollment fees, tuition, and materials covering the following topics:

  • The Retirement Planning Process & Meeting Multiple Financial Objectives
  • Sources of Retirement Income
  • Personal Savings: Investing for Retirement
  • Employer-Sponsored Plans
  • Individual Deferred Compensation
  • Planning for Incapacity, Disability & Long-Term Care
  • When to Retire
  • Retirement Plan Distributions
  • Asset Management & Investment Strategy During Retirement
  • Income Taxes & the Retiree
  • Estate Planning
  • Retirement Cash Flow Considerations

These printed study materials are enhanced with online support materials, which include text and MP3 audio files covering the topics as well as supplemental study questions.