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 provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.