Retirement Course Helps Adults Plan for Financial Security

Retirement Course taught by financial advisor

As adults move toward retirement age, planning for a financially secure future becomes more and more essential. Yet many people are at a loss where to start. Now the National Financial Educators Council (NFEC) presents a retirement course that effectively moves participants down the path toward financial health.

The NFEC is a social enterprise organization committed to helping people achieve financial wellness. Their Road to Retirement series has been designed as the perfect solution for those seeking to build security in their retirement years. This package includes a retirement presentation on each of three important topics: planning and investments, insurance, and adult foundation. These topics are described in more detail below:

  • Retirement Planning and Investments: This retirement planning course helps participants develop the foundation of a long-term financial plan and advanced knowledge of the retirement planning process.
  • Insurance: This comprehensive presentation covers life, disability, and long-term care insurance. The presentation is complemented with workbooks which were written by expert Tony Steuer (CLU, LA, CPFFE), Director of Financial Preparedness for United Policyholders. Forbes Magazine has nominated Tony’s life insurance workbook to its Top 9 Great Investment Books list.
  • Adult Foundation Package: This financial literacy workshop is designed to help participants build a solid financial footing and/or recover from current problem situations.

Each of these presentations has been fully developed into a comprehensive personal finance course that helps people achieve a state of lasting financial security. The Road to Retirement coursework typically has been delivered through the sponsorship of workplaces, nonprofit groups, and religious organizations. Workplace financial education has become increasingly popular in recent years as corporations recognize the value of improving employees’ financial skills. Often taught by financial professionals, Road to Retirement also can be presented by graduates of the NFEC’s Certified Financial Education Instructor training program. Anyone with a passion for helping others by improving their financial competencies may learn more by contacting the NFEC.