June 19, 2026

Vendor Webinar

3 CPE

Managing Your Money in Retirement

June 19, 2026
Vendor Webinar
3 CPE

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.  

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 Topics

  • Social Security
  • Retirement
  • Asset allocation
  • Fraud

 

CPE Credits Available

3 CPE
3
General

Things to Know About This Course

Course Level

  • Basic

Prerequisites

Management experience helpful

Advanced Preparation

None

Intended Audience

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

Provider

ACPEN

Register For This Event

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    $ 99 99
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  • MSCPA Non-Member

    $ 129 129
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