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Determining How Much Money You Need to Retire: Practical Planning Strategies

  December 18, 2018 from 8:00 a.m. to 3:30 p.m.
 Richmond
 
8.0
19 / 3-642
Designed For:

Identify the success factors in building a retirement nest egg Explain the relationship between risk and return and the investment horizon Describe the tax effect of inflation, its interaction with the income tax, and the effects of taxation on investment performance Explain survival possibilities

Prerequisite:

Basic knowledge in retirement planning

Obtain the knowledge you need to help your clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.

Delivery Method: Group-live
CPE Credit: Specialized knowledge, Taxes
Program Level: Intermediate

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