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Retirement Planning

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 Hugo
Course DirectorFlorea HugoCPAForensic Accounting & Compliance

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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Overall Progress
0%0 / 528 pages

Select any chapter to begin learning!

Course Achievements0 / 18 Badges Earned
First StepsBegan the Retirement Planning course.
Chapter 1 MasterCompleted all lessons in Chapter 1.
Chapter 2 MasterCompleted all lessons in Chapter 2.
Chapter 3 MasterCompleted all lessons in Chapter 3.
Chapter 4 MasterCompleted all lessons in Chapter 4.
Chapter 5 MasterCompleted all lessons in Chapter 5.
Chapter 6 MasterCompleted all lessons in Chapter 6.
Chapter 7 MasterCompleted all lessons in Chapter 7.
Chapter 8 MasterCompleted all lessons in Chapter 8.
Chapter 9 MasterCompleted all lessons in Chapter 9.
Chapter 10 MasterCompleted all lessons in Chapter 10.
Chapter 11 MasterCompleted all lessons in Chapter 11.
Chapter 12 MasterCompleted all lessons in Chapter 12.
Chapter 13 MasterCompleted all lessons in Chapter 13.
Chapter 14 MasterCompleted all lessons in Chapter 14.
Chapter 15 MasterCompleted all lessons in Chapter 15.
Chapter 17 MasterCompleted all lessons in Chapter 17.
Retirement SpecialistCompleted the entire Retirement Planning course.

Lessons & Chapters

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Chapter 1: Introduction to Retirement Planning

Master the core concepts of Retirement Planning Chapter 1.

17 pages • 17 sectionsStart
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Chapter 2: Retirement Planning: The Accumulation Phase

Master the core concepts of Retirement Planning Chapter 2.

36 pages • 36 sectionsStart
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Chapter 3: Qualified Plan Overview

Master the core concepts of Retirement Planning Chapter 3.

36 pages • 36 sectionsStart
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Chapter 4: Qualified Pension Plans

Master the core concepts of Retirement Planning Chapter 4.

36 pages • 36 sectionsStart
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Chapter 5: Profit-Sharing Plans

Master the core concepts of Retirement Planning Chapter 5.

40 pages • 40 sectionsStart
Not Started

Chapter 6: Stock Bonus Plans & ESOPs

Master the core concepts of Retirement Planning Chapter 6.

21 pages • 21 sectionsStart
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Chapter 7: Plan Installation & Administration

Master the core concepts of Retirement Planning Chapter 7.

42 pages • 42 sectionsStart
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Chapter 8: IRAs & Roth IRAs

Master the core concepts of Retirement Planning Chapter 8.

31 pages • 31 sectionsStart
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Chapter 9: SEPs & SIMPLEs

Master the core concepts of Retirement Planning Chapter 9.

31 pages • 31 sectionsStart
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Chapter 10: 403(b) & 457 Plans

Master the core concepts of Retirement Planning Chapter 10.

25 pages • 25 sectionsStart
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Chapter 11: Pension Plan Distributions

Master the core concepts of Retirement Planning Chapter 11.

46 pages • 46 sectionsStart
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Chapter 12: Deferred Compensation & Equity Compensation

Master the core concepts of Retirement Planning Chapter 12.

54 pages • 54 sectionsStart
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Chapter 13: Employee Benefits & Fringe Benefits

Master the core concepts of Retirement Planning Chapter 13.

33 pages • 33 sectionsStart
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Chapter 14: Social Security & Medicare

Master the core concepts of Retirement Planning Chapter 14.

33 pages • 33 sectionsStart
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Chapter 15: Retirement Income & Distribution Planning

Master the core concepts of Retirement Planning Chapter 15.

24 pages • 24 sectionsStart
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Chapter 17: Qualified Plan & IRA Distributions & Beneficiaries

Master the core concepts of Retirement Planning Chapter 17.

23 pages • 23 sectionsStart