Surgent's Retirement Money Management 1 -- Process and Concepts

 

   

 

 
New Search

Overview

1.0 Credits

From building the retirement nest egg to assuring that a person does not outlive income, retirement planning is a lifelong process. With the aging of the baby-boom generation, retirement planning and money management has taken on added importance as the largest cohort in U.S. history marches ever closer to those retirement years. This course, and its sister 2-hour course (Retirement Money Management 2 -- Building the Nest Egg) are a broad and rather comprehensive overview of the fundamental principles of retirement accumulation and liquidation. Although each of these courses may stand alone, students who are considering taking each of these courses are encouraged to take them in order, but it is not absolutely necessary.

Objectives

  • Understand the interplay of critical factors that go into building the retirement nest egg, including rates of return, taxes, and inflation
  • Explain the concept of asset-class investing
  • Discuss opportunities for broadening the asset classes in one's portfolio, including stocks from emerging markets, commodities, and real estate

Major Topics

  • A host of retirement investment and money management concepts beginning with the process of building the retirement nest egg, including the critical factors entering the analysis - rates of return, taxes, and inflation
  • The concept of asset-class investing, providing both theoretical as well as a real-world application demonstrating the advantages of employing the concepts
  • Opportunities for broadening the asset classes included in one's long-term portfolio, including stocks from emerging markets, commodities, and real estate

Designed For

CPAs who wish to serve the needs of the growing segment of the public for whom effective retirement planning is critical as they reach their peak earning years and/or are approaching retirement
Add to Cart