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How to secure a comfortable retirement

Email sent: Jul 31, 2020 12:20pm

Is this your brand on Milled? You can claim it.

Attend our 8-hour webinar and learn strategies needed for the desired retirement lifestyle
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Securing a Comfortable Retirement in the Age of Spending (scrt) • 8/5 @ 9AM
8 credits • $259 

This comprehensive course will give you the knowledge to help clients plan for retirement by evaluating how much retirement income they will require and how to reach their retirement goals. We'll cover important topics such as:

  • Identify resources available for retirement
  • Explain how budgeting can identify retirement resources
  • Understand how to build the three-legged retirement stool: employer retirement, savings, and Social Security
  • Understand the need for Plan B when the ideal retirement goal is not achievable... and much more.

Sign up today so you can confidently advise clients and learn effective strategies for your own retirement as well! Multiple live webinar dates/times, as well as self-study formats are available.

Register here


Click here for courses and resources on the COVID-19 pandemic and subsequent legislation. Plus, follow our blog for the latest insights on these important topics. Are you experiencing financial hardship during this time? Don't hesitate to contact our customer service team to discuss pricing options: info@surgent.com or 1-800-778-7436.

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United States

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