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.
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
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
John Daly, President, Executive Education Inc
John L. Daly, MBA, CPA, CMA, CPIM, is a former CFO who has worked with manufacturing, health care, hospitality, wholesale and retail businesses, spending the longest part of his career as the CFO of a Tier 1 automotive parts supplier. He has lead continuing professional education seminars since 1995 and does costing and pricing consulting. John authored the book “Pricing for Profitability,” published by Wiley & Sons, Inc. [2018]
Non-Member Price $129.00
Member Price $99.00