Retirement planning has become far more complex than simply accumulating assets and hoping the numbers work out. This course takes a deeper look at modern retirement planning strategies, helping you evaluate retirement needs models, understand their limitations and build more effective long-term plans.

You’ll explore the biggest threats to retirement success and learn how holistic planning connects investment management, taxes, estate planning and risk management into a coordinated strategy. The course also examines how to align investment assets with the appropriate retirement plans and distribution approaches to support sustainable income over time.

In addition, you’ll review major legislative changes impacting retirement planning, including SECURE Act and SECURE 2.0 provisions, the elimination of the Stretch IRA and new changes affecting seniors under recent legislation.

If you advise clients on retirement, this course helps you think beyond accumulation and focus on building strategies designed for lasting financial security.