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SEPX 1029 — Top 10 Mistakes Retiree Make

An introduction to navigating personal finances in retirement. This course provides a broad overview of the ten most common financial mistakes that have the potential to create significant problems for retirees. Topics addressed include creating a reliable lifetime income, understanding investment risks, planning for long-term care expenses, implementing tax-reduction strategies, and ensuring a proper estate plan is in place. This course is designed to equip students with the knowledge to safeguard their financial future. Required Corequisite: SEPX-1000

Prerequisites: SEPX-1000

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