This module begins with a focus on the retirement planning process. We will discuss the nature of retirement planning and examine the methods for determining the amount that must be saved by an individual or a couple to fund a retirement income need. We will then consider the role of Social Security and Medicare in retirement planning.

Author: Kristen MacKenzie, MBA, CFP®, CRPC®

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at

Complexity Level: Intermediate