Managing Your Money in Retirement
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.
Delivery Method: Individual webcast
CPE Credit: Finance
Program Level: Basic
Highlights
- Social Security
- Retirement
- Asset allocation
- Fraud
Prerequisites
Management experience helpful
Designed For
Those who are soon to retire, already retired or advise clients about retirement.
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
Preparation
None
Leader(s):
Leader Bios
John Daly, CPA Crossings, LLC
John Daly, CPA, MBA, 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 five 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 one 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.
Non-Member Price $129.00
Member Price $99.00