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Coursera

Retirement and Estate Planning

via Coursera

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Overview

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Secure your financial legacy by mastering the essentials of retirement and estate planning. This comprehensive course will guide you through comparing different retirement plans and creating a personalized strategy to fund your desired lifestyle. You will also learn the critical components of a will and explore effective strategies like trusts to ensure your assets are distributed according to your wishes. You'll leave with a clear roadmap to protect your future and provide for the people and causes you care about most.

Syllabus

  • Retirement and Estate Planning
    • This course provides a comprehensive guide to retirement and estate planning. You'll differentiate between various retirement plans, compare benefit distribution options, and learn to create a personalized retirement plan to achieve a desired lifestyle. Additionally, you'll understand the importance of estate planning, outlining the major components of a will and exploring strategies to avoid probate, such as trusts and beneficiary designations. By the end, you'll possess an understanding of these concepts, empowering you to distribute assets according to one's wishes.

Taught by

Pearson

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