When should I begin drawing Social Security? How will I be able to fund my retirement? How should I choose the appropriate beneficiaries on my life insurance and retirement plan contracts? How do I adjust my investment portfolio as the economy, the markets, tax laws, and my personal situation change over time? Will I have enough money to last for the next 25 to 30 years? Will I need long-term care and how will I pay for it? These are some of the most commonly asked questions clients have about retirement.
This webinar will help you identify and provide solutions for risk factors that can hinder a successful retirement, identify sources of cash flow to be used in retirement, and provide guidance to help clients reach their retirement goals.
Learning Objectives:
Upon successful completion of this course, participants will be able to:
- Identify risk factors and recommend ways of mitigating these risks that could potentially drain the retirement portfolio.
- Identify potential sources of retirement income, including Social Security, employer plan benefits, personal investments, IRAs, and employment income.
- Evaluate the ability of a client to retire based on his or her stated goals, assumptions, and potential sources of retirement income.
Presented by Eric A. Smith, ATP, CFP, CLU, ChFC, CRPC
IRS CE: 2 Hours/Federal Tax Law;
NASBA CE: 2 Hours/Taxes
NSA ConnectED Webinar Series
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.