Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
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  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Understanding Retirement Planning

Understanding Retirement Planning

Castle, Heather

Paperback

Personal Finance

ISBN10: 1516546865
ISBN13: 9781516546862
Publisher: Univ Readers
Published: Jul 29 2019
Pages: 242
Weight: 1.07
Height: 0.51 Width: 8.00 Depth: 10.00
Language: English

Understanding Retirement Planning provides students with a comprehensive understanding of the real-world applications of retirement planning, as well as an exploration of the opportunities and challenges they will likely face in their career as a retirement planner.

As students progress through the five modules within the anthology, they move from learning the basics of retirement planning to develop knowledge and skills centered around holistic retirement planning. They learn the importance of including the emotional, psychological, and financial needs of clients into their planning and how that consideration makes them more effective. Students also examine social programs and explore solutions that can reduce the potential economic impacts of government policy changes aimed at social programs. Readers are challenged to explore common unconscious biases, cultural expectations, and discriminations to better understand how these factors affect financial and retirement planning. The collection also discusses the retirement-planning challenges faced by all clients, including clients that are generally considered underserved, including older/aging workers, women, and LGBTQ+ individuals and couples.

A comprehensive and enlightening collection, Understanding Retirement Planning is well suited for courses in financial planning.

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