Managing Your Money in Retirement
Online
3.00 Credits
Member Price $99.00
Non-Member Price $129.00
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
Highlights
- 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
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/Account/login. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
John Daly, ACPEN BPN Business Professionals' Network
John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He is the author of “Pricing for Profitability”, published by Wiley and Sons and a novel, “Tool & Die”.
Non-Member Price $129.00
Member Price $99.00