The Course

Looking to navigate the maze of global retirement planning? Look no further! This course offers you an in-depth exploration of the various retirement plans available around the world. You'll delve into the unique characteristics of each country's retirement system, from the 401(k)s and IRAs in the United States to the Superannuation in Australia, and the pension schemes of the UK and Canada, among others. Grasp the intricacies of tax implications, government policies, and the impact of international treaties on retirement savings. It's all about making informed decisions for your golden years, no matter where your retirement journey takes you.

It's not just about saving; it's about strategic planning with a global mindset. Through this course, you'll discover how to effectively manage and transfer retirement funds when moving abroad, and understand the nuances of expat retirement planning. Arm yourself with the tools to assess the risks and rewards associated with different retirement destinations—because let's face it, where you retire impacts how you retire. Perfect for expatriates, globe-trotters, and those dreaming of an international retirement, this course will help turn your retirement dreams into a well-structured reality.

What you will learn

I launched this course with the vision to simplify the complex world of retirement planning for beginners just like yourself. Careful attention was paid to distill the essentials you'll need, covering a wide array of topics from understanding pension funds to mastering personal savings strategies, and even navigating international retirement options. You'll find that the material is laid out in a way that's easy to digest, with step-by-step guidance that builds your understanding and confidence. Each module flows seamlessly into the next, ensuring you're never overwhelmed while simultaneously providing you with the hands-on tools and knowledge to craft a secure, comfortable future. People often remark on how accessible this course feels, no matter their background or financial literacy level — I'm confident you'll appreciate that too.

Curriculum

  Overview
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  Fiduciary Training: Plan Governance & Documentation
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  Fiduciary Training: Retirement Plan Fees & Benchmarking
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  Fiduciary Training: From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture
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  Fiduciary Training: Measuring Defined Contribution Plan Success
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  Meet World Investment Advisors
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This course is closed for enrollment.

Your instructor

I am Ericka Chatas, a seasoned educator with a rich background in economics and social policy, specializing in retirement planning and global pension systems. With over a decade of experience in teaching and research, I've dedicated myself to understanding the complexities of retirement planning in diverse cultural and economic contexts. My expertise extends to consulting on policy design and implementation strategies for sustainable retirement systems, ensuring they meet the evolving needs of an aging global population.

As the lead instructor for the "World Retirement Plan Hub" course, my passion is to empower students with the knowledge and tools necessary to navigate the intricate world of retirement planning. The course draws from my extensive experience in the field, blending theoretical foundations with practical insights. I am deeply invested in cultivating an interactive and engaging learning environment that inspires students to think critically about the challenges and opportunities within retirement systems around the world. My commitment to the subject is rooted in the belief that a well-informed approach to retirement planning is crucial for financial security and societal well-being.

Comprehensive

A Thorough Exploration of Global Retirement Strategies

Innovative

Cutting-Edge Retirement Planning Across Cultures and Borders

Sustainable

Building Enduring Retirement Plans for a Changing World