Retirement Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Retirement




Total 110 training courses and degree programs available around the world.

Qualified Retirement Plans and IRAs

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

This course will provide an understanding of qualified retirement plans and IRAs (Individual Retirement Accounts), including options, set up, who may contribute, how much, and how often, and distribution. A great introduction to our retirement course offerings, including 401(k), Keogh Plans, and Corporate Pension Plans.

LEARNING OBJECTIVES:
•Understand Qualified Retirement Plans and Individual Retirement Accounts
•Become acquainted with the contribution rules, tax treatment, and distribution rules under an Individual Retirement Account (IRA).
•Grasp Roth IRAs and Coverdell Education Savings Accounts (CESAs)
•Comprehend Simplified Employee Pension (SEP) Plans and Matching Plans for Employees (SIMPLE)
•Become familiar with the eligibility requirements, contribution rules, tax treatment, and distribution rules under Roth IRAs, CESAs, SEPs and SIMPLEs.
.

TOPICS COVERED:

•INTRODUCTION
•LESSON 1: QUALIFIED RETIREMENT PLANS &, IRAs
•LESSON 2: OTHER RETIREMENT INVESTMENT OPTIONS
REGULATOR... [Read More]

Keogh (HR ?10) Plans.

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

This course examines how Keogh Plans provide retirement savings for self ?employed persons or employees of unincorporated businesses, and discusses how Keogh Plans are funded, eligibility, contribution limits, taxation, and distribution rules. .

Learning Objectives
•Examine the purpose of a Keogh Plan
•Be acquainted with how Keogh Plans are funded
•Be acquainted with eligibility rules and employee coverage under a Keogh Plan
•Be acquainted with contribution limits under a Keogh Plan
•Be acquainted with tax treatment under a Keogh Plan
•Be acquainted with distribution rules for a Keogh Plan

TOPICS COVERED: .

Introduction.

Lesson 1: PURPOSE.

Lesson 2: FUNDING.

Lesson 3: ELIGIBILITY AND EMPLOYEE COVERAGE.

Lesson 4: LIMITS ON CONTRIBUTIONS AND BENEFITS.

Lesson 5: TAXATION.

Lesson 6: DISTRIBUTION RULE.

401(k)

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

The 2 ?hour course will examine how the 401(k) retirement plan works, and then takes the student through some of the contemporary and upcoming amendments, policies, and plans that will shape the future of the working class, and how they save for retirement.

Learning Objectives

?Understand the present and future of the 401(k), and similar retirement plans
•Appreciate the advantages of such plans for ordinary people whose future would otherwise be insecure
•Weigh the disadvantages of 401(k) retirement plans
•Identify ways to invent and grow your 401(k) investment.
.

Topics Covered
?LESSON 1: BASICS OF 401(k) PLANS
?LESSON 2: BENEFITS AND DRAWBACKS
?LESSON 3: LEGAL REQUIREMENTS
?LESSON 4: PLAN FUNDING
?LESSON 5: DISTRIBUTIONS
?LESSON 6: TAXES AND YOUR 401(K) ACCOUNT
?LESSON 7: 401(K) INVESTING

Financial Strategies for Retirement

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Anne Arundel Community College
Training Center(s)/Venue(s): Annapolis, Arnold, Baltimore, Edgewater, Gambrills, Hanover, Laurel, Severn, United States

Financial Strategies for Successful Retirement Learn to control your financial destiny. Discuss ways to generate steady retirement income, maximize investment returns, protect assets, minimize income taxes and reduce estate taxes.

Retirement Income Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Anne Arundel Community College
Training Center(s)/Venue(s): Annapolis, Arnold, Baltimore, Edgewater, Gambrills, Hanover, Laurel, Severn, United States

Retirement Income Planning Learn the basics of retirement income planning, as well as more advanced topics. Review annuities, guaranteed income vehicles, and tax and withdrawal strategies, including the Grangaard Strategy and &,quot,split funding&,quot, concepts.

Rejuvenate Your Retirement

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Anne Arundel Community College
Training Center(s)/Venue(s): Annapolis, Arnold, Baltimore, Edgewater, Gambrills, Hanover, Laurel, Severn, United States

Rejuvenate Your Retirement Discuss strategies to plan for a financially secure retirement. Plan for a tax-efficient income, lifestyle preservation and inflation protection. Identify the primary threats to a secure retirement. Examine long-term care options.

Personal Finance

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Anne Arundel Community College
Training Center(s)/Venue(s): Annapolis, Arnold, Baltimore, Edgewater, Gambrills, Hanover, Laurel, Severn, United States

Study economic theory as it applies to consumer decision making. Learn how to make practical choices regarding consumer saving, investing and budgeting. Gain knowledge in the use of credit, insurance, housing, career choice, retirement and estate planning.

Retirement Planning Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Heritage Place
Training Center(s)/Venue(s): Singapore, Singapore
  V

Retirement have to be plan early,
and not wait till we are old age,
it will be too late,
as our body deteriote as time passes.
Come and let us show you
how you can get Passive Recurring Incomes
Month After Month Even If Crisis Happen
with our Unique Proven System.
Don&,#146,t Miss this Opportunities,
as time do not wait for anyone.
See you soon.

Best regards,
Terrence Wan

Event Date: Wednesday 8th April, 2015.

Event Time: 7:00 pm to 9:00 pm.

Event Category: Classes / Courses | Professional Training.

Artists / Speakers: Terrence Wan.

Tickets: http://atnd.it/23029-0

Retirement Plan Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Baruch College Continuing & Professional Studies
Training Center(s)/Venue(s): New York City, United States
  V

This course examines approaches to enhancing retiree financial security. The impact of various types of retirement planning structures and the importance of effectively managing retirement assets are discussed. The course focuses on investment principles in accumulating retirement wealth and the essentials of fiduciary oversight and plan governance by plan sponsors. The course explores the appropriate use of individual retirement accounts (IRAs), Keoghs, defined benefit structures and other types of retirement savings plans. Use of these retirement savings programs are examined both during the accumulation phase prior to retirement and during the distribution phase once retirement begins. Requirements mandated by the Pension Protection Act of 2006 also are included in the course.

Retirement Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Continuing Education at Hunter College
Training Center(s)/Venue(s): New York City, United States

This course equips you with the facts you need to prepare for a financially
secure retirement. You will learn how to maximize your income and get
more from investments, and how to protect your hard-earned money
from inflation, income taxes and erosion due to possible long-term
health care needs.

Retirement Planning and Employee Benefits

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: DePaul University Continuing and Professional Education
Training Center(s)/Venue(s): Chicago, United States
  V

You’ll learn the various alternatives available in planning for retirement, including qualified and non-qualified retirement plans and social security. You’ll also study the advantages and costs of employee benefit plans, including non-pension benefits.

Classes are conducted live over the Internet in our &,quot,virtual classrooms,&,quot, where you can interact with instructors and other students using a headset and voice-over-IP technology.

Topics
•Planning for retirement
•Defined contribution and benefit plans for the private sector
•Retirement plans for nonprofit and governmental entities
•Plan design, installation and administration issues
•Retirement plan distributions
•Other employee group benefits
•Nonqualified executive benefit plans

Retirement Plans

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Temple University Center City
Training Center(s)/Venue(s): Philadelphia, United States
  V

Composed of two sections: 1) Reviews basic features and defined contribution approaches of retirement income. Examines sponsor objectives served by the creation of qualified retirement plans, tax and non-tax qualification requirements, and individual account retirement plans. Subjects: profit sharing plans, Section 401(k) and 403(b), employee stock ownership, cash balance, simplified employee pension, and executive retirement arrangements. 2) explores defined benefit plans and plan administration, fundamentals of pension plans with emphasis on the defined benefit approach to providing retirement income. Subjects: plan design, actuarial aspects (costs and funding), investment of plan assets, and plan termination insurance. Provides a basic foundation of retirement income.

Retirement Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: UTA - Division for Enterprise Development
Training Center(s)/Venue(s): Austin, Arlington, Houston, United States
  V

deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning. It covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one&,#146,s retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

Retirement Planning & Employee Benefits

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: SMU Continuing and Professional Education
Training Center(s)/Venue(s): Dallas, United States
  V

Retirement Planning &, Employee Benefits explores the nature and function of retirement plans and surveys the more common employee benefits companies offer today. The course outlines the various retirement plans available including government and private plans, pension plans, individual retirement accounts, and other qualified and non-qualified retirement plans. Students learn to determine a client’s eligibility to participate in a retirement plan, calculate a client’s tax deductible contribution limits, and calculate the taxation of retirement plan benefits upon distribution. The course includes a complete needs analysis to determine a client’s expected monetary needs and the associated cash flow required in a client’s retirement years. Students will recommend an appropriate plan of action including retirement plan options that achieve the client’s goals and objectives and compliment the client’s comprehensive financial plan.

Retirement Boot Camp for Couples

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: SMU Continuing and Professional Education
Training Center(s)/Venue(s): Dallas, United States
  V

This is a class to &,quot,get you in shape&,quot, for financial independence. What will you do when you don&,#146,t have to get up every morning and go to work? Will you stay in Dallas? Move somewhere else? Downsize your home? Have one or more of your parents live with you? Get prepared for your next chapter with this intensive 1 1/2 day course for couples. Examine what&,#146,s important to you and get your plan started (or kicked into high gear).

Registration fee covers enrollment for two people.

Retirement Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Richland College
Training Center(s)/Venue(s): Dallas, United States
  V

By attending Retirement Planning Today, you will learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals. *To receive the discounted spousal rate, a couple must register at the same time.

Retirement and Employee Benefits

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Santa Clara University
Training Center(s)/Venue(s): Santa Clara, United States
  V

This course provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.

Risk and Retirement Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Okanagan College
Training Center(s)/Venue(s): Kelowna, Oliver, Penticton, Revelstoke, Salmon Arm, Summerland, Vernon, Canada

This course examines the issues related to risk management and retirement. Topics include risk management and retirement processes, the steps in the risk management process, and products, issues and practices in the areas of insurance and retirement.

Retirement

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Northwest Community College
Training Center(s)/Venue(s): Hazelton, Kitimat, Masset, Smithers, Skidegate, Prince Rupert, Terrace, Canada

This three part series will cover wills, power of attorney, executors and es- tates during the first session (Facilitator: Richard Overstall), what you need to know when travelling for the second session (Facilitator: Matt Cachia) and planning wisely for your financial retirement in the third (Facilitator: Ian Grieve).

Retirement and Estate Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: St. Clair College
Training Center(s)/Venue(s): Windsor, Canada
  V

Planning for retirement and the rest of one&,#146,s life is not simply a matter of saving and investing the right amount of money. Government benefits and plans, employer benefits and plans and tax laws all interact with and drive cash flows in retirement. Wills, trusts and family law often play crucial roles in the settling of an estate. This course provides an overview of the major personal, employer and government retirement programs, as well as the legal and tax issues surrounding one&,#146,s death.

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