LLBUS 182 - Retirement in the 21st Century

Retirement for previous generations consisted of Social Security, savings in the bank, a pension, and, perhaps, a visit to HR for a one-time decision about survivor benefits. No more. Today, decisions previously made by industry experts and investment professionals have been transferred to consumers whose expertise is elsewhere. In this class, we will look at the four broad categories of successful retirement: investments for financial security, medical coverage and long-term care, survivor protection, and estate distribution. This class is designed for those within 10 or fewer years of retirement.