For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement.
DESIGNED FOR
Tax practitioners and financial advisors who work with retiree clients.
BENEFITS
After attending this presentation, you will be able to...
- Identify key questions to be clarified with the client when quantifying retirement needs.
- Recall the implications of safe withdrawal rate research.
- Recognize the quantitative inputs and mathematical approaches to figuring out how to save for retirement.
HIGHLIGHTS
The major topics that will be covered in this course include:
- Overview of retirement expenses and needs
- Overview of risk tolerance, time value of money and retirement planning factors
- Examples of client retirement situations
PREREQUISITES
Basic understanding of time value of money concepts and retirement issues faced by clients.
ADVANCE PREPARATION
None