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

  December 12, 2018 from 8:00 a.m. to 3:30 p.m.
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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


Basic knowledge in retirement planning

Gain 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