COURSE CURRICULUM

  • 1

    Section 1

    • Retiring in the 21st Century

  • 2

    Section 2

    • Tax Rate Risk

  • 3

    Section 3

    • Retirement Distribution Planning

  • 4

    Section 4

    • Estate Planning

  • 5

    Section 5

    • Maximizing Social Security

  • 6

    Section 6

    • Protecting Against Market Loss

  • 7

    Section 7

    • Retirement Distribution Pitfalls

  • 8

    Section 8

    • Long-Term Care Planning

  • 9

    Final Exam

    • Final Exam

VIDEOS: COURSE PREVIEWS

Watch Intro Video

Section 2 Preview

TAX RATE RISK

Watch Intro Video

Section 3 Preview

RETIREMENT DISTRIBUTION PLANNING

Watch Intro Video

Section 4 Preview

ESTATE PLANNING

Watch Intro Video

Section 5 Preview

MAXIMIZING SOCIAL SECURITY

Watch Intro Video

Section 6 Preview

PROTECTING AGAINST MARKET LOSS

Watch Intro Video

Section 7 Preview

RETIREMENT DISTRIBUTION PITFALLS

Watch Intro Video

Section 8 Preview

LONG-TERM CARE PLANNING

Meet the Instructor

CRYSTAL OCULEE

Crystal Oculee

Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold all of these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. 

She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine. 

With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures. 

Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.

CLICK HERE TO ENROLL

The Changing World of Retirement Planning