Managing Your Money in Retirement
Wednesday, June 25, 2025
Webcast or Webinar, Online
4:00 PM - 7:00 PM (opens at 3:30 PM) EST
3Credits
Technical Business
Registration is Open
Members
$99.00 Regular Price
Non-Members
$129.00 Regular Price
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$60.00 Members / $84.00 Non-Members
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Course Type: Webcast
Course Code: 25/AC677088
Level: Basic
Vendor: ACPEN
Field of Study: Finance
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.
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
Major Topics:
- Social Security
- Retirement
- Asset allocation
- Fraud
Major Topics:
- Social Security
- Retirement
- Asset allocation
- Fraud