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Webinar

Managing Your Money in Retirement

Saturday, June 21, 2025
9 a.m.-noon Central
3 CPE (3 technical)

Course code: 25WA-2089
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Alternate dates & more options


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

  • 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

Who should take this program?

  • Those who are soon to retire, already retired or advise clients about retirement. 

Pricing

Standard Member Fee $99.00
checkmark 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 log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

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 Business Professionals' Network, Inc.
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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