Managing Your Money in Retirement

Friday, January 17, 2025
Webcast or Webinar, Online
10:00AM - 1:00 PM (opens at 9:30 AM) EST
3Credits
Technical Business

Registration is Open

Members
$99.00 Regular Price
Non-Members
$129.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$60.00 Members / $84.00 Non-Members
Course Type: Webcast
Course Code: 24/AC676538
Level: Basic
Vendor: ACPEN
Field of Study: Finance

Overview:

You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.  

Objectives:

  • Can you afford to retire?
  • Deal with a retirement assets shortage
  • When to take Social Security
  • Giving yourself a monthly allowance
  • Balance risk and return
  • Choose the right asset allocation
  • Who will manage your money when you can’t?
  • Where are all your assets?
  • Avoid becoming a fraud victim

Major Topics:

  • Social Security
  • Retirement
  • Asset allocation
  • Fraud

 

Major Topics:

  • Social Security
  • Retirement
  • Asset allocation
  • Fraud

 

Designed For:

Those who are soon to retire, already retired or advise clients about retirement.

Prerequisites:

Management experience helpful