Managing Your Money in Retirement
Monday, May 26, 2025
9 a.m.-noon Central
3 CPE (3 technical)
Course code: 25WA-1449
View pricing
- Thursday, May 15, 2025 - Webinar
- Monday, June 2, 2025 - Webinar
- Thursday, June 12, 2025 - Webinar
- Saturday, June 14, 2025 - Webinar
- Saturday, June 21, 2025 - Webinar
- Wednesday, June 25, 2025 - Webinar
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.
Major subjects
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Social Security
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Retirement
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Asset allocation
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Fraud
Learning objectives
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Can you afford to retire?
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Deal with a retirement assets shortage
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When to take Social Security
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Giving yourself a monthly allowance
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Balance risk and return
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Choose the right asset allocation
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Who will manage your money when you can't?
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Where are all your assets?
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Avoid becoming a fraud victim
Who should take this program?
- Those who are soon to retire, already retired or advise clients about retirement.
Pricing
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$99.00
|
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