HS 319 Video: HS 319 Applications In Financial Planning II episodes:

• September 30, 201411-4 Identify the six steps of the financial planning process and describe how each step supplements the steps of the retirement income planning process.

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• September 30, 201411-2 Describe Step 8 of the retirement income planning process—Consider Risks that Could Derail the Retirement Income Plan.

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• September 30, 201411-1 Identify federal income tax, pension and legal issues that are considered in Step 7 of the retirement income planning process.

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• September 30, 201411-3 Describe Step 9 of the retirement income planning process—Convert Retirement Assets into Retirement Income.

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• September 30, 201410-7 Describe Step 5 of the retirement income planning process — Calculate How Financially Prepared the Client Is for Retirement.

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• September 30, 201410-8 Describe Step 6 of the retirement income planning process—Develop Strategies to Address a Retirement Income Shortfall.

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• September 30, 201410-6 Describe Step 4 of the retirement income planning process — Identify Sources of Income and Assets Available to Generate Retirement Income.

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• September 30, 201410-5 Describe the two predominant methods through which a financial services professional estimates retirement income needs in Step 3 of the retirement planning process.

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• September 30, 201410-4 Understand how risk tolerance is defined specifically for purposes of designing a retirement income plan and contrast with accumulation risk tolerance.

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• September 30, 201410-2 Describe the key objectives of Step 1 of the retirement income planning process—Evaluation of the Client’s Current Personal and Financial Statement.

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