Managing Your Money in Retirement WEBCAST
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.
Highlights
Social Security. Retirement. Asset allocation.
Prerequisites
None.
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.
Notice
None.
Leader(s):
Leader Bios
John Daly, President, Executive Education Inc
John L. Daly is a Chelsea, Michigan based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier. He also has been CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability published by Wiley & Sons.
Non-Member Price $129.00
Member Price $99.00