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What Ever Happened to “And They Lived Happily Ever After?”


Total Credits: 2 including 2 CE Credit

Average Rating:
   32
Category:
Life |  Health
Faculty:
Charlie Matejowsky
Course Levels:
Intermediate
Duration:
2 Hours
License:
Access for 90 day(s) after purchase.


Audience: Life & Health CE


Description

Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on each individual to decide what is best for their retirement, needs and solutions are emphasized.

Basic Course Information

Learning Objectives
  • Participants will have a better understanding of how to structure a retirement plan

Major Subjects
  • Retirement Plans of the Past and Today's Solutions
  • How to Organize Your Resources
  • Tax Free Strategies

Course Materials

Faculty

Charlie Matejowsky's Profile

Charlie Matejowsky Related seminars and products

Life and Annuity Certified Professional

Van Dyke Rankin Insurance


State Specific Details

Basic Course Information

Designed For Anyone who works with retirement plans - or who ever plans to retire!

Promo Video

Reviews

5
4
3
2
1

Overall:      4.9

Total Reviews: 32

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