Managing Your Money in Retirement
Saturday, June 21, 2025
9 a.m.-noon Central
3 CPE (3 technical)
Course code: 25WA-2089
View pricing
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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
-
Social Security
-
Retirement
-
Asset allocation
-
Fraud
Learning objectives
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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
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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?
-
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
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$99.00
(Standard Nonmember Fee).
Members: Please
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to receive member fee.
Instructor
John Daly, MBA, CPA, CMA, CPIM
Location
Online
Area
of study
Financial planning
Field(s)
of study
Finance - Technical (3.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Management experience helpful
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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