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Fortress Learning Library Topics

What areas of finance are important to you now?  Follow the links below to discover resources in each of these areas:

NEW PLANNING CLIENT

PLANNING PHASE: PROTECTION & RISK STRATEGIES

ACCUMULATION PHASE: INVESTMENT GROWTH 

DISTRIBUTION PHASE: RETIREMENT/FINANCIAL INDEPENDENCE

LEGACY PHASE: ESTATE PLANNING 

TAX PLANNING

ASSETS & INVESTMENT PLANNING

OTHER GENERAL CATEGORIES

We've compiled the most critical learning all in once place so that you can get your education journey started on the right foot!

New Planning Client

New Planning Client

Cash Flow

Family

Savings

Healthcare 

Retirement

MASTER LIST OF GOALS

Planning Phase - Protection & Risk Strategies

Planning Phase - Protection & Risk Strategies

Medicare

Property

Annuities

Life Insurance

Long-Term Care Insurance

Health Insurance

Accumulation Phase - Investment Growth

Accumulation Phase - Investment Growth

Employee Benefits-Related Planning

Business Owners

Saving for Retirement

Stock Option

Distribution Phase - Retirement / Financial Independence

Distribution Phase - Retirement / Financial Independence

Social Security

Healthcare

Distributions

Misc.

Charitable Giving

Legacy Phase - Estate Planning

Legacy Phase - Estate Planning

Charitable Giving

Inheritance

Loss of Loved One

Step Up

Estate Planning Documents

Business Planning


Tax Planning

Tax Planning

Business Owners

Review Tax-related Documents

Misc.

Sale of Asset

Deductions & Credits

Important Tax Concepts & Numbers

Taxable Distributions

Asset & Investment Planning Learning

Asset & Investment Planning Learning

HSA's

IRA's

Annuities

House and Home

Investments

Stock Options


General Categories

General Categories

Cash Flow

Important Dates and Numbers

Recurring

Life Event

Family-Related

Debts

Caring For Loved Ones

Divorce Planning

College Planning/Funding

Deliverable