Principles of Retirement Planning

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Dakota County Technical College - Classroom 2-601
1300 145th St E - Rosemount, MN 55068

Why Is Retirement Education Important?

With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater.

Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk and market risk being among the many.

This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.

Who Should Attend?

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 should enroll. It will be time well spent. The objectives for 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 pay less in taxes, manage your different levels of risk and create the income stream you desire for retirement.

  • What are the effects of the new SECURE Act?

  • How to understand the development of risk in the markets

  • How to strategically allocate your assets in a conservative manner

  • Ways to develop an income plan for your retirement

  • Learn the difference between fixed principal and fixed income assets and how to use them

  • Know what questions to ask a potential advisor

  • How to determine your own personal risk tolerance

  • Learn to develop your own retirement budget

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