Managing Your Money in Retirement

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.  

Presented by John Daly

• Delivery Format: Live Webcast Replay

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

• 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

• Social Security
• Retirement
• Asset allocation
• Fraud

 

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