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Course Details

Key Skills You’ll Develop:

  • Estimate retirement needs and set realistic targets
  • Plan contributions and savings rates with a long-term view
  • Choose an investment approach aligned with your timeline
  • Account for inflation, lifestyle changes, and major expenses
  • Reduce risk with diversification and a withdrawal strategy mindset
  • Review and update your plan with an annual roadmap process


 458.30

Retirement Planning: Build a Long-Term Wealth Roadmap

Create a long-term retirement roadmap that connects your goals to clear actions today. You’ll estimate future needs, set contribution targets, and choose an investment approach that matches your timeline. The course also covers common planning gaps—like inflation, healthcare, and sequence risk—so your plan stays realistic.

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