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Managing Your Money in Retirement

 Various
 
3.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 06/12/2025 from 7:00 pm to 10:00 pm
 Sat, 06/14/2025 from 10:00 am to 1:00 pm
 Sat, 06/21/2025 from 10:00 am to 1:00 pm
 Wed, 06/25/2025 from 4:00 pm to 7:00 pm
 Thu, 07/17/2025 from 10:00 am to 1:00 pm
 Thu, 07/24/2025 from 10:00 am to 1:00 pm
 Tue, 07/29/2025 from 6:00 pm to 9:00 pm
 Wed, 07/30/2025 from 10:00 am to 1:00 pm
 Wed, 08/13/2025 from 9:00 am to 12:00 pm
 Thu, 08/21/2025 from 9:00 am to 12:00 pm
 Sat, 08/23/2025 from 9:00 am to 12:00 pm
 Fri, 08/29/2025 from 9:00 am to 12:00 pm
 Wed, 09/17/2025 from 10:00 am to 1:00 pm
 Tue, 09/23/2025 from 10:00 am to 1:00 pm
 Thu, 09/25/2025 from 6:00 pm to 9:00 pm
 Mon, 09/29/2025 from 10:00 am to 1:00 pm
 Fri, 10/17/2025 from 9:00 am to 12:00 pm
 Fri, 10/24/2025 from 9:00 am to 12:00 pm
 Tue, 10/28/2025 from 9:00 am to 12:00 pm
 Thu, 10/30/2025 from 6:00 pm to 9:00 pm
 Tue, 11/11/2025 from 9:00 am to 12:00 pm
 Tue, 11/18/2025 from 9:00 am to 12:00 pm
 Fri, 11/21/2025 from 9:00 am to 12:00 pm
 Tue, 11/25/2025 from 9:00 am to 12:00 pm
 Fri, 12/12/2025 from 9:00 am to 12:00 pm
Designed For:

Those who are soon to retire, already retired or advise clients about retirement.

Prerequisite:

Management experience helpful

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

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.