My Retirement Exit Boot Camp

Instructor Information

• Instructor
  Jenny Jones
• Email
  info@thejoneseducation.com
• Office Location & Hours
  TBA

General Information

Description

This course is designed with the 5-year retiree in mind. This is a comprehensive level program within the Adult Retirement series and prepares students how to move from the accumulation phase to the distribution phase. Participants are given a solid understanding of retirement paperwork including but not limited to, form elections, beneficiary forms, setting up legacy plans, social security strategies, Traditional Individual Retirement Accounts, Self-Directed Retirement Accounts, Roth Retirement Accounts, Balancing your Retirement portfolio, and understanding the Risks of retirement and how to avoid them.

Expectations and Goals

Upon completion of this four (4) hour course, the student would be able to understand how to prepare a retirement plan.

Course Materials

Required Materials

• Note book (preferably a composition book), pencil and pen.
• All Company retirement documents

Optional Materials

• None

Required Text

• Will be provided

Course Schedule

Class Schedule

Additional Information and Resources

N/A