Global Certificate in Retirement Legacy Building
-- viewing nowThe Global Certificate in Retirement Legacy Building is a comprehensive course designed to empower finance professionals, lawyers, and advisors to guide clients in creating a lasting legacy. This certification focuses on critical areas such as estate planning, wealth management, and retirement strategies, making it highly relevant in today's aging population.
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Course Details
• Estate Planning: Understanding the basics of estate planning, wills, trusts, and probate.
• Legacy Investing: Strategies for growing and preserving wealth for future generations.
• Charitable Giving: Maximizing the impact of charitable contributions and tax benefits.
• Family Governance: Establishing policies and procedures for managing family assets and conflicts.
• Intergenerational Wealth Transfer: Techniques for transferring wealth while minimizing taxes and maintaining family values.
• Retirement Income Planning: Creating a sustainable income stream in retirement.
• Risk Management: Identifying and mitigating potential risks to retirement assets.
• Social Security and Medicare Planning: Optimizing benefits and coverage.
• Tax Planning: Minimizing taxes in retirement and beyond.
• Health and Long-Term Care Planning: Preparing for future health care needs and costs.
Career Path
Entry Requirements
- Basic understanding of the subject matter
- Proficiency in English language
- Computer and internet access
- Basic computer skills
- Dedication to complete the course
No prior formal qualifications required. Course designed for accessibility.
Course Status
This course provides practical knowledge and skills for professional development. It is:
- Not accredited by a recognized body
- Not regulated by an authorized institution
- Complementary to formal qualifications
You'll receive a certificate of completion upon successfully finishing the course.
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