Critical Retirement Considerations, Columbia, MD

January 01, 1970

12:00 AM

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$0 Non-Members

Speaker:

Evan Beach CFP Campbell Wealth Management

EVENT DESCRIPTION

This class addresses both the lifestyle implications and the financial planning considerations in your 50’s, 60’s, and 70’s and beyond. It goes not only into your life and financial plans but also what is required of you at specific ages. This includes penalty-free withdrawals from retirement plans, Required Minimum Distributions, Social Security, and Medicare. Lastly, it discusses the transition from accumulation to income

Critical Retirement Considerations is a chronological, educational experience. The class is taught alongside a to-do list for each decade. By the end of the class, every attendee will leave with a personalized action list for themselves or their clients.

EVENT OBJECTIVE

The attendee will learn about the issues facing individuals who retire at different ages and the proper planning for each age level.

EVENT DETAILS

Company:

Campbell Wealth Management

Number of Hours:

2 (Recommended)

Prerequisite:

Knowledge of Retirement Plans and Regulations

Program Level:

Update

Knowledge Level:

Intermediate

Delivery Method:

Group-Live

Number Of Days:

Food Included:

Beverages

Seminar Number:

Early Cut Off Date:

01/01/1970

Phone:

Venue:

Accommodations:

Recommended For:

CPA (2), EA (2), CFP (2)

Approved By:

NASBA, IRS, CFP Board