Concurrent Session Onsite and Online
PFP2312. Navigating Retirement: Strategies for Managing Risks and Expenses
Retirement poses unique challenges, from navigating financial risks to addressing changes in spending habits and planning for potential care needs. In this session, participants will learn effective strategies for managing retirement risks, creating a sustainable retirement income, and developing a comprehensive aging plan.
- Be able to identify the key components of an aging plan.
- Be able to identify the different types of risks that can impact retirement security, such as inflation, market volatility, and longevity risk.
- Understand how spending patterns typically change in retirement.
NASBA Field of Study
4-5+ years in the Profession