Return to Homepage

SRI 210 — Successful Retirement Outcomes

Course Type: Highly Interactive Online Course
Topics: Financial Services & Financial Planning, Marketing & Business Acquisition, Operations & Administration, Retirement & Annuities
Designations: ASRI, FSRI
Language: English


Overview

SRI 210 describes the importance of retirement income planning in the decumulation phase of retirement. Delivered in a highly interactive online format, learners will gain knowledge of the essential steps in retirement income planning, including how an individual or couple calculates the amount of income needed to satisfy retirement goals; evaluates income sources and expenses to determine whether a shortfall exists; and then develops, implements, and monitors a strategy for generating income and protecting assets.

This course will be available in July 2015.


Topics

  • Introduction to Retirement Income Planning
  • Retirement Readiness, Behavioral Economics, and Risks
  • Sources of Retirement Income
  • Planning for Expenses
    ◦ Health and Long-Term Care Expenses
    ◦ Housing Decisions
  • Creating, Implementing, and Monitoring the Plan
    ◦ Determining Needs; Generating Income
    ◦ Case Studies

Module 1: Intro: Most Common Sources of Income

1. Introduction to Retirement Income Security

2. Social Security Retirement Benefits

3. Tax-Advantaged Retirement Plans

4. Required Minimum Distributions from Tax-Advantaged Retirement Plans

Module 2: Additional Sources of Income

1. IRAs

2. Roth IRAs

3. Investments as Sources of Income: Investment Portfolios, Stocks, and Bonds

4. Investments as Sources of Income: Mutual Funds, EFTs, Cash, and Real Estate

5. Annuities

Module 3: Planning for Expenses and Protecting Assets

1. Health Care Expenses in Retirement

2. Long-Term Care Expenses in Retirement

3. Housing Decisions

Module 4: Developing, Implementing, and Monitoring the Plan

1. Retirement Readiness and Income Needs

2. Strategies for the Decumulation Phase

Course Format

LOMA’s popular online interactive courses teach important industry concepts through an engaging, highly interactive, multi-media approach that often includes integrated video, audio and scenario-based learning. Online interactive courses are designation courses with integrated exams—the modularized examinations are built right into the course as part of the learning experience. No separate exam enrollment required!

Exam Format

Integrated Exams

Online interactive courses are non-proctored designation courses—the modularized examinations are built right into the course as part of the learning experience. No separate exam enrollment required!


See the SRI 210 Intro Video

SRI 210 Intro screen

Try the interactive demo
for SRI 111!

    Retirement Events