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Concurrent Session Onsite and Online

PFP2329. Retirement Best Ideas

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.


Learning Objectives:

  • Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
  • Evaluate variables to incorporate and update when providing financial and tax guidance.
  • Assess and predict future income and ways to manage future tax brackets.
  • Formulate in basis planning for the surviving spouse.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Finance
Level
Advanced
Prerequisites
4-5+ years in the Profession
Advanced Preparation
Mastery of tax and estate planning fundamentals
Session Tags
PFP
CFP