Course curriculum

    1. Welcome

    2. Meet Elaine

    3. Stuff You May Need

    1. What If I Don't Want to Retire?

    2. How Much Should I Save?

    3. Action Step: Your 2023 Savings Goal

    4. What Are Some Savings Tips?

    1. What Are the Annual Limits?

    2. Option 1 - Employer-sponsored Plans

    3. Option 2 - IRAs

    4. Option 3 - Your Business Plans

    1. Action Step: What's YOUR Plan?

    2. How Do I Invest?

    3. Action Step: Investment Check-In

    1. Wrap-Up

    2. Stuff You Might Need (Again)

    3. Chat with Elaine

About this course

  • $40.00
  • 17 lessons
  • 5 retirement plan options
  • 1 Planning worksheet

Plan for your next phase now

Enroll today