Show of hands:
"Who's Looking to Retire Broke, Busted & Disgusted???"
No one right? In order to ensure that we retire comfortably AND leave something behind for our loved ones to begin creating and building wealth from, we have to plan now!
This course will take you from the "I'm just starting out and don't understand any of this!" to "I now have a place to start, an understanding of terms to begin investing, and a plan to create the lifestyle I desire in my Goalden Years.
You'll learn about your Employer-Sponsored retirement plans (i.e 401ks), IRS, Mutual Funds, Index Funds, ETFs and so more!
Ready to Fire Up Your Investments?
Let's Go!!!
Course curriculum
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01
Introduction
Show Content- Live Kickoff Call w/Atty Courtney Richardson!
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02
Week 1: Retirement Accounts
Show Content- Week 1 Curriculum
- Lesson One: Overview of Employer Sponsored Retirement Accounts
- Common Retirement Terms
- Lesson Two Downloadable: 9 Point Retirement Plan Checklist
- Lesson One Downloadable/Assignment: Retirement Plan Cheat Sheet-Fill In the Blank
- Lesson Two: Plan Documents Explained
- Lesson Two Assignment: Six Things You Need to Know about Your Retirement Plan (Bingo Questions)
- Lesson Two Assignment: Retirement Plan Bingo (Questions found in the 6 Things You Need to Know about Your Retirement Plan Lesson)
- Lesson Three: Your Contributions
- Lesson Three: When do your employer’s contributions belong to you?
- Live Q&A and Mini Lesson on Maxing out your match v. Maxing out the plan w/Courtney
- Lesson Four: Loans and Withdrawals
- Lesson Five: Rollovers and Withdrawals
- Lesson Five Assignment: If you left your job today, What are Your Options?
- Bonus Lesson: What if I don’t have a 401(k)?
- Bonus Lesson: Entrepreneur Plans
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03
Week 2: Mutual Funds and ETFs
Show Content- Week 2 Curriculum
- Mutual Fund Term Sheet
- Lesson One: What Are Mutual Funds?
- Lesson Two: Mutual Fund Fees
- Lesson Two: Mutual Fund Fee Worksheet
- Lesson Three: What does my mutual fund cost?
- Lesson Three: Types of Mututal Funds
- Lesson Three: What funds do you have in your retirement account? Worksheet
- Lesson Four: Determining Your Retirement Allocation
- Lesson Four: Creating Your New Allocation Worksheet
- #FireUpYpurInvestments Live Q&A w/Courtney
- Lesson Five: Changing your retirement account to match your allocation
- Lesson Five: Creating your new allocation Worksheet
- Bonus Lesson: Mutual Funds Have Style
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04
Week 3: Stocks
Show Content- Week 3 Curriculum
- Stock Market Terms
- Lesson One: What is stock?
- Lesson One: Worksheet: What is the market?
- Lesson Two: Using what you know to start research
- Lesson Two: Company & Products Handout
- Answers to Lesson One: What is the Market?
- Lesson Three: Step by Step Research
- Lesson Three: Step by Step Research Handout
- Lesson Four: Is your stock a good buy? (Evaluating Research)
- Lesson Four: Is your stock a good buy? Worksheet
- Live Q&A w/Courtney on Stocks and The Market
- Lesson Five: Trading
- Bonus Lesson: ETFs
- Masterclass Replay Offer
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05
Expert Live Lesson Replay Extras
Show Content- Stocks 101 w/Courtney Richardson
- EE Funds w/ Courtney Richardson
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About the instructor
Atty Courtney Richardson
Financial Educator, focusing on Investing, Insurance & Taxation
[email protected]