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Tuesday, July 29, 2025 Live Webcast

Managing Your Money in Retirement (X4-6484300)

6:00 PM - 9:00 PM EDT
webcast

Vendor Platform

3 CPE Credits in SK

OVERVIEW

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.  

DESIGNED FOR

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

BENEFITS

  • 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

HIGHLIGHTS

  • Social Security
  • Retirement
  • Asset allocation
  • Fraud

 

COURSE LEVEL

Basic

PREREQUISITES

Management experience helpful

ADVANCE PREPARATION

None

INSTRUCTOR

John Daly

John L. Daly, CPA, M.B.A., CMA, CPIM
(4.7)

Executive Education, Inc.

John L. Daly, M.B.A., CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He authored, Pricing for Profitability published by Wiley and Sons.