Savings & Retirement

In this Savings & Retirement module, participants will apply their SMART goals to their savings plan and explore different types of retirement plans and investing strategies to increase wealth.

Learning Objectives

Savings Plan

Understand the importance of having a savings plan, learn to set clear and realistic SMART goals, and pace progress.

Retirement Plan

Consider the kind of retirement lifestyle and how current savings and ivnestments align, and understand the different types of retirement plans.

Investment Strategies

Understand how investing can build wealth over time and how compound interest and the Rule or 72 accelerate wealth.
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