Retirement Course - Napkin Finance

Course Overview

Maybe you already have detailed plans for trips around the world or winters in Florida—or maybe you’ve never given the idea of retirement much thought before.

But most of us will retire at some point—whether because we want to or because we have to for health reasons. And unless you’re expecting an inheritance or other windfall to show up before you reach your golden years, chances are you’re going to be footing the bill through your own hard work and saving.

Like any big expense, retirement takes some major planning. But that doesn’t mean it has to be overwhelming. Starting early and putting some common sense plans into place for your retirement savings can go a long way.

Who is this for

This course is for anyone who’s new to saving for retirement, who wants to do some maintenance on their existing savings plan, or even those who are already retired. It’s never too early to get started, and it’s never too late to adjust your plans.

What you will get out of this course

  • An understanding of why it’s so important to start saving early
  • An overview of account and investment types
  • Strategies for checking in on whether your savings are on track
  • A survey of the main approaches to generating retirement income
  • A basic understanding of Social Security, Medicare, and estate planning
By signing up, I agree to Napkin Finance’s Terms of Service and Privacy Policy.

The simple information you need
to clean up your not-so-simple finances.