A Financial Plan and Financial Planning mean different things to different people. A financial plan is definitely not a 170-page report that your client uses as a door stop. Financial planning certainly isn’t just managing a portfolio. So then, what is it? It depends on where the client is. A financial plan for a young couple may be a road map to buy a new home, save for retirement, and send their kids to school. For a retiree, it’s all about the strategies to get their money out in a tax-efficient manner, so they can do what they want to do, without having to worry about running out.
In this two-hour CPE course, Evan T Beach, CFP®, EA, AWMA®, will walk through the five critical components of a financial plan for retirees. He will outline not only the components of the plan but also the planning opportunities that exist in different stages of retirement.
Location
UNITED STATES
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