This course covers financial planning topics from mid-career through retirement, aiming to help individuals navigate saving for retirement, college, investing, estate planning, insurance planning, eldercare, and transitioning into retirement. The course teaches skills such as college planning, estate planning, insurance basics, retirement income strategies, personal finance tips, investing fundamentals, and the importance of an Investment Policy Statement. The teaching method includes video lectures by Scott Weiss, a Certified Financial Planner, providing practical advice and guidance. The intended audience for this course is individuals in mid-career stages through retirement who are seeking to enhance their financial planning knowledge and skills.
Overview
Syllabus
6 Tips on How To Pay for College - Paying for College for Kids.
Estate Planning | How Trusts Work AND How They Can Protect Your Assets | Scott Weiss CFP.
Insurance Planning - Life Insurance Basics Explained - Scott Weiss CFP.
Eldercare | A Financial Checklist for Helping Your Aging Parents | Scott Weiss CFP | #weissguys.
Estate Planning | Why You Need a Will? + How to Make a Will | Scott Weiss, CFP | #weissguys.
Retirement Planning Basics - Pre Retirement Planning - Secure Retirement Solutions.
Retirement Income Strategies - Get help from Scott Weiss CFP.
Retirement Planning | How We Help You Transition Into Retirement | Scott Weiss CFP | #weissguys.
Financial Planning for Retirement - Retirement Planning Advice.
Personal Finance Tips | Why You Should Fight the Urge to Splurge! | Scott Weiss CFP | #weissguys.
College Planning | 3 Things to Know about Saving & Paying For College | Scott Weiss CFP | #weissguys.
Investing | The 3 Most Important Questions to Answer When Investing | Scott Weiss CFP | #weissguys.
What is an Investment Policy Statement? - Why Every Investor Should Have an IPS.
Weiss Financial Group | We'll Help You Make Smart Money Decisions | #weissguys.
Taught by
Scott Weiss, CFP
