Investment Management for Today's Retiree
  • Build a comprehensive approach to investment management
  • Learn different investments for income, value and speculation
  • Understand different account types and the benefits of each
  • Learn how to hire a manager
  • Define your assets
  • Understand their value
  • Position assets according to goals
  • Find Personal Required Rate of Return
  • Build your Investment Portfolio
  • Purchase Investments
  • Hire a manager

Meaningful Results

By the end of this course you will have:
  • A figure your for your personal required rate of return
  • A method to position your investments to meet your goals
  • Knowledge of common investments and their features
  • A checklist to hire an investment manager