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Managing Your Money in Retirement, 3/15/2024 12:00:00 PM MDT ( + 40 more) , Live Webcast Replay, More info »
Live Webcast

Managing Your Money in Retirement


Total Credits: 3 including 3 Finance - Technical

Average Rating:
   3
Categories:
ACPEN Industry Institute |  Accounting and Auditing |  Personal Development
Faculty:
John L. Daly, MBA, CPA, CMA, CPIM
Course Levels:
Basic
Duration:
3 Hours
License:
Product Setting: Expires 40 day(s) after program date.

Dates


Description

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.  

Basic Course Information

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

Major Subjects
  • Social Security
  • Retirement
  • Asset allocation
  • Fraud

 


Course Materials

Faculty

John L. Daly, MBA, CPA, CMA, CPIM's Profile

John L. Daly, MBA, CPA, CMA, CPIM Related Seminars and Products


John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".


Additional Info

Basic Course Information

Prerequisites Management experience helpful
Advanced Preparation None
Designed For Those who are soon to retire, already retired or advise clients about retirement. 
Original Recording Date

02/13/2024


Course Developer John L. Daly
Date Added to Catalog 10/07/2023

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

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Overall:      4.7

Total Reviews: 3