Course curriculum

    1. Course Overview

    2. The 3 Most Common Pitfalls...

    3. Retirement Is Not Simple

    1. 7-Step Process Overview

    2. The Story of Jack and Jane

    3. Step 1 - Get Organized

    4. Step 2 - Income Plan

    5. Step 3 - Debt Plan

    6. Step 4 - Investment Plan

    7. Step 5 - Tax Plan

    8. Step 6 - Contingency Plan

    9. Step 7 - Estate Planning

About this course

  • Free
  • 12 lessons
  • 1.5 hours of video content

Discover your potential, starting today