CLEMSON — A new online program focusing on retirement expectations and investment strategies is now being offered by Clemson Online and LivingStone Wealth Planning.
Moneywell EDU offers self-paced, online courses that cover the basics of retirement planning as well as successful strategies for creating your retirement financial plan.
Learners can access the individual Moneywell EDU courses that best meet their needs, or they can register for the entire program. Each of the seven courses focuses on an aspect of retirement planning: building retirement expectations, identifying retirement mistakes, understanding investment accounts, determining retirement income and expenses, withdrawing retirement dollars, investing for the future, and finalizing your investment plan.
“As a CERTIFIED FINANCIAL PLANNER™ practitioner, I’ve worked with individual families and businesses since 2006 to construct personalized strategies that help people meet goals spanning from tax efficiency and growth to retirement income and wealth preservation,” said Spencer Metcalf, founder and president of LivingStone Wealth Planning. “I feel that financial education is the key to making successful money decisions whether you’re managing a business or a home. Helping clients realize their wealth potential and life goals has been a passion and motivator of mine throughout my career.”
Registration is available online at https://onlineplus.clemson.edu/browse/moneywelledu/. Cost is $500 for all seven courses or $100 per individual course. Clemson Online partners with educators and industry leaders to design innovative courses that promote learner engagement and advance knowledge in both professional and personal fields of interest. LivingStone Wealth Planning is a comprehensive financial planning firm in the Upstate of South Carolina. We partner with local universities to provide financial education opportunities to the community. We also work with individual clients and guide them towards their financial goals.