Description
This advanced seminar trains participants on projecting future retirement needs using digital modeling tools. Clients will learn to estimate retirement budgets based on lifestyle choices, healthcare costs, and inflation rates. Interactive modules walk through setting up assumptions in spreadsheet models and running Monte Carlo simulations. Participants complete quizzes on identifying safe withdrawal rates and evaluating annuity products. Downloadable Excel templates include built-in formulas for tax-adjusted projections and Social Security optimization. Case studies illustrate how different investment strategies impact retirement timelines. The course covers integrating employer-sponsored plans and IRAs into a unified retirement plan. Clients will practice scenario planning for market downturns and adjusting savings rates accordingly. A final project challenges participants to present a complete retirement projection report. Ideal for mid-career professionals and financial planners seeking data-driven retirement solutions.
Digital seminar – video walkthroughs, simulations, and spreadsheet templates
6 hours
Budget estimation, Monte Carlo simulations, withdrawal strategies, tax optimization
Mid-career professionals, financial advisors
