Webcast: Managing Your Money in Retirement
401 | Webcast | Basic | Scheduled
Description
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.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 3.00 | Finance |
Designed For
Those who are soon to retire, already retired or advise clients about retirement
Prerequisites
Personal financial management experience helpful
Highlights
The major topics covered in this class include:
- Can you afford to retire?
- Dealing with retirement asset shortages
- When to take Social Security
- Giving yourself a monthly allowance
- Balance risk and return
- Choosing the right asset allocation
- Who will manage your money when you can't?
- Where are all your assets?
- Avoiding becoming a fraud victim
Objectives
Learn how money management habits should change in retirement
Prices
- Member (Early Bird)
- $115.00
- Non-Member (Early Bird)
- $145.00
- Member
- $115.00
- Non-Member
- $145.00
Instructors
John L. Daly, MBA, CPA, CMA, CPIM
John L. Daly, MBA, CPA, CMA, CPIM, has been a professional speaker since 1995. He seeks to make every session lively, informative and fun using a combination of case discussion, lecture and peer-to-peer interaction. John has presented in 46 states and 5 provinces on topics that include Accounting, Finance, Management, Software and Ethics. He began presenting ethics two weeks before the Enron scandal broke.
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 & Sons, as well as numerous professional articles.
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