What You'll Learn

By the end of this course, you'll understand:

  • Maximizing Retirement Growth

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  • Preparing For Income

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  • Strategies For Long Term Care

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Course Overview

  1. 1

    • An Introduction to FWIOA

    • Lesson Overview: An Introduction to FWIOA
  2. 2

    • Meet Your Instructor

    • Lesson Overview: Meet Your Instructor

    • Lesson Wrap Up Quiz

  3. 3

    • Areas of Focus - Growth, Income, Taxes, Paying for Healthcare in retirement years

    • Lesson Overview: Areas of Focus

    • Lesson Wrap Up Quiz

  4. 4

    • Maximizing your retirement accounts

    • Lesson Overview: Maximizing Your Retirement Accounts

    • Lesson Wrap Up Quiz

  5. 5

    • Investment Vehicles

    • Lesson Overview: Investment Vehicles

    • Lesson Wrap Up Quiz

  6. 6

    • How the Stages of your Financial Journey Affect Growth Strategies

    • Lesson Overview: How the Stages of your Financial Journey Affect Growth Strategies

    • Lesson Wrap Up Quiz

  7. 7

    • Understanding their Risk Tolerance

    • Lesson Overview: Understanding Your Risk Tolerance

    • Lesson Wrap Up Quiz

  8. 8

    • Preparing for Lifetime Income

    • Lesson Overview: Preparing for Lifetime Income

    • Lesson Wrap Up Quiz

  9. 9

    • Social Security, Pensions, and Other similar income streams

    • Lesson Overview: Social Security, Pensions, and Other similar income streams

    • Lesson Wrap Up Quiz

  10. 10

    • Income Annuities

    • Lesson Overview: Income Annuities

    • Lesson Wrap Up Quiz

  11. 11

    • Diversifying Your Income Streams

    • Lesson Overview: Diversifying Your Income Streams

    • Lesson Wrap Up Quiz

  12. 12

    • IRA / RMD / ROTH

    • Lesson Overview: IRA / RMD / ROTH

    • Lesson Wrap Up Quiz

  13. 13

    • Preparing For Taxes In Retirement

    • Lesson Overview: Preparing for Taxes in Retirement

    • Lesson Wrap Up Quiz

  14. 14

    • How Rising Healthcare Costs Could Affect Your In Your Retirement Years

    • Lesson Overview: How Rising Healthcare Costs could affect you in your retirement years

    • Lesson Wrap Up Quiz

  15. 15

    • Wrapping It All Up

    • Lesson Overview: Wrapping it all up
  16. 16

    • FWIOA Master Workbook - Download Here

Meet your instructor

Terry A. Dennis, RFC®, CFEd®

A Texas native, Terry Dennis started Dennis Financial Group in San Antonio over 25 years ago. Today, Terry works with people across the country who are nearing retirement or already retired. His passion: Helping them create predictable income for life that grows over time without depleting their nest egg. Terry has been featured on over 400 media outlets worldwide, including ABC, CBS, NBC, CNBC and CNN as well as Fox Business, The Wall Street Journal, CBS MarketWatch and Fortune Magazine. Terry is a strong supporter of orphanages and such charitable organizations as the Wounded Warrior Project, Habitat for Humanity and Toys for Tots, among others. His newest endeavor is to help underserved people across the globe receive the gift of mobility by helping them secure wheelchairs. Let's get to building the kind of future you want to create!
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Terry A. Dennis, RFC®, CFEd®

In partnership with

We’re a proud provider of Financial Literacy and Education for the University of Texas San Antonio, catered towards active and retired adults aged 40 and up.