FURTHERING EDUCATION

The American Society of Fiduciary Educators is dedicated to providing Americans with the information they need to help them achieve their individual financial goals. Our presenters are all Series 65-licensed fiduciaries and experienced financial professionals required by law to provide the unbiased financial advice which is in the best interest of their clients.

MODERN RETIREMENT

This course addresses the core concepts and real solutions necessary to establish a retirement plan in today’s economic climate.

INVESTING / WITHDRAWING

Learn the difference between investing while working versus needs during retirement.

RETIREMENT ISSUES

The core issues with retirement are much different than the issues you’ve faced before.

RUNNING OUT

Learn the 9 common reasons retirees run out of money and how to avoid them.

PLANNING AHEAD

The need for planning is critical, learn specific steps you need to take to plan effectively.

PLANNING TOOLS

The course will cover tools you can use for comprehensive retirement planning.

ALLOCATION

Learn the principles of a balanced portfolio, and how asset allocations need to change over time.

TAX MINIMIZATION

Tax-efficient investing and its huge impact on making your financial resources last.

GOVERNMENT PROGRAMS

Learn important things you need to know about Social Security and Medicare.

LONG-TERM CARE

The likelihood of retirees needing some type of nursing care and what to do about it.

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Retirement Planning for Women

WOMEN'S RETIREMENT

Discover the special concerns that women face in retirement.

RUNNING OUT

Find out how to address the problem of not saving enough money during the working years.

GRAY DIVORCE

Learn how to mitigate the decrease in standard of living after a divorce.

UNEXPECTED ISSUES

Seventy percent of all married Baby Boomer wives will experience widowhood.

TAX MAXIMIZATION

Tax-efficient investing and its huge impact on making your financial resources last.

ALLOCATION

Learn the principles of a balanced portfolio, and how asset allocations need to change over time.

PLANNING TOOLS

This course will cover tools you can use for comprehensive retirement planning.

GOVERNMENT PROGRAMS

Learn important things you need to know about Social Security and Medicare.

LONG-TERM CARE

How to pay for future long-term care needs.

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401ks/IRAs/Retirement Plans

401(k)s

The big mistakes with 401ks and how to avoid them.

OPTIONS

Learn the rollover options for your retirement plan funds.

SUCCESSFUL RMDs

Discover common required minimum distribution mistakes.

SOCIAL SECURITY

How to coordinate IRAs with Social Security benefits.

DISTRIBUTIONS AND SPOUSAL BENEFICIARIES

When and if you should take a lump sum distribution and options for spousal IRA beneficiaries.

TAXES

How to minimize taxes on retirement accounts.

INCOME SOLUTIONS

Strategies to maximize retirement income.

YOUR EMPLOYER

How to determine if your best option is to stay with your employer’s 401k plan.

INVESTMENT FEES

Learn how to assess the fees associated with your investments.

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SOCIAL SECURITY

This course educates retirees and pre-retirees about the strategies that can be used to maximize their Social Security benefits.

PRESERVATION

Preserving your retirement assets is critical, learn more about what is required as you reach retirement.

PLANNING

Planning with confidence requires knowledge, learn about utilizing predictability models.

HOW THEY WORK

Learn the ins and outs of how Social Security benefits work.

YOUR BENEFIT

The factors that the Social Security Administration uses to calculate your benefit.

TIMING

Timing is everything when it comes to filing for Social Security. Learn the strategies beforehand.

TAXATION

Yes, your Social Security benefit can be subject to taxation. Learn how to minimize this.

MEDICARE

Social Security and Medicare go hand-in-hand, and your premiums can be deducted.

LONG-TERM CARE

Learn about long-term care, its cost and how far your Social Security and Medicare will go.

RULES

Knowing the rules can help you to maximize your Social Security benefits.

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