PART 1COURSE OBJECTIVES
After you have completed this course you will be able to do the following:
- Explain the role of the retirement planner.
- Use either of two methods for calculating the amount of capital or income that will be
needed to enable clients to achieve their postretirement financial goals.
- Describe the principal sources of retirement income that are available or can be made
available to clients to meet their financial goals during retirement.
- Describe several strategies that might be recommended to clients in order to overcome
inadequate retirement resources.