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 Internet Based
Number Of Days:
Food Included:
None
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