
Retirement Planning
A comprehensive, professional training course on retirement needs analysis, qualified plans, IRAs, Social Security, deferred compensation, and succession strategies. Directed by Florea Hugo.
“Florea is a seasoned forensic accounting and corporate compliance expert with over 15 years of experience at Deloitte and PwC. She specializes in corporate investigation, anti-corruption risk management, and comprehensive financial planning.”
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Lessons & Chapters
Chapter 1: Introduction to Retirement Planning
Master the core concepts of Retirement Planning Chapter 1.
Chapter 2: Retirement Planning: The Accumulation Phase
Master the core concepts of Retirement Planning Chapter 2.
Chapter 3: Qualified Plan Overview
Master the core concepts of Retirement Planning Chapter 3.
Chapter 4: Qualified Pension Plans
Master the core concepts of Retirement Planning Chapter 4.
Chapter 5: Profit-Sharing Plans
Master the core concepts of Retirement Planning Chapter 5.
Chapter 6: Stock Bonus Plans & ESOPs
Master the core concepts of Retirement Planning Chapter 6.
Chapter 7: Plan Installation & Administration
Master the core concepts of Retirement Planning Chapter 7.
Chapter 8: IRAs & Roth IRAs
Master the core concepts of Retirement Planning Chapter 8.
Chapter 9: SEPs & SIMPLEs
Master the core concepts of Retirement Planning Chapter 9.
Chapter 10: 403(b) & 457 Plans
Master the core concepts of Retirement Planning Chapter 10.
Chapter 11: Pension Plan Distributions
Master the core concepts of Retirement Planning Chapter 11.
Chapter 12: Deferred Compensation & Equity Compensation
Master the core concepts of Retirement Planning Chapter 12.
Chapter 13: Employee Benefits & Fringe Benefits
Master the core concepts of Retirement Planning Chapter 13.
Chapter 14: Social Security & Medicare
Master the core concepts of Retirement Planning Chapter 14.
Chapter 15: Retirement Income & Distribution Planning
Master the core concepts of Retirement Planning Chapter 15.
Chapter 17: Qualified Plan & IRA Distributions & Beneficiaries
Master the core concepts of Retirement Planning Chapter 17.