Surgent's Retirement Money Management 2 -- Building the Nest Egg

 

   

 

 
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Overview

1.0 Credits

This course is the second of two interrelated 2-hour courses. (The first course is entitled Retirement Money Management 1 -- Process and Concepts.) 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. This course explains the theory and practice of investing to reach one's retirement accumulation objectives, that is, to build the retirement nest egg. Although there are many possible ways to achieve wealth, most people accumulate wealth the old-fashioned way, a little bit at a time through regular and wise investment of relatively small amounts that eventually grow to sizable sums. Although this course cannot cover all aspects of investing, it will introduce some of the key concepts all advisers should know to give their clients the guidance they need to secure their financial independence.

Objectives

  • Provide guidance as to the probabilities of earning various levels of returns over various investment horizons
  • Discuss the relationship between risk, return, and the investment horizon
  • Properly account for the effects of inflation and taxation on investment returns and wealth accumulation
  • Understand and apply the theory and practice of asset allocation and modern portfolio theory

Major Topics

  • Benchmarks for rate-of-return assumptions and guidance as to the probabilities of earning various levels of returns over various investment horizons
  • Relationship between risk, return, and the investment horizon
  • Effects of inflation and taxation on investment returns and wealth accumulation
  • Theory and practice of asset allocation and modern portfolio theory

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
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