PFP2505. The Retirement Blueprint: Crucial Decisions Before and After the Big Day
Join us for "The Retirement Blueprint: Crucial Decisions Before and After the Big Day," a comprehensive session designed to equip you with the knowledge and tools needed for a successful transition into retirement. We will explore essential financial decisions to make in the years leading up to retirement, such as optimizing Social Security benefits and selecting healthcare coverage. Additionally, we will address the emotional and psychological adjustments that come with this significant life change, offering strategies to maintain purpose and social connections. Participants will learn how to create a flexible spending plan that ensures long-term financial security while evaluating various income-generating options for a fulfilling retirement. Whether you're approaching retirement or already navigating this new chapter, this session will provide valuable insights for a smooth and rewarding journey.
Learning Objectives:
- How do clients define success in retirement?
- Understand the emotional aspects of retirement and develop strategies to maintain purpose and connections.
- Identify and prioritize key financial decisions to be made in the years leading up to retirement, including optimal timing for Social Security benefits, healthcare coverage strategies, and integrating investments.
- Financial monitoring to keep clients on track post-retirement. (Monitoring cash flow and budgeting; short, mid, and long-term goals; common concerns)
Date/Time
–
NASBA Field of Study
Finance
Level
Intermediate – (3-4 years in the profession)
Advanced Preparation
None