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Principles of Retirement Planning

February 23 @ 9:00 am - 1:00 pm

The Principles of Retirement Planning course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.  

The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions.  It is not designed to give specific solutions to individual needs.

To enroll in this class please call Sheri at 425-821-9442 OR email: admin@SPGadvisors.com


February 23
9:00 am - 1:00 pm


UW Bothell: Classroom UW2-005
18115 Campus Way NE
Bothell, WA 98011 United States
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