The Five Critical Components of a Financial Plan for Retirees
5/15/2024 10:00 AM - 12:00 PM EST
Event Description
The Five Critical Components of a Financial Plan for Retirees: 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.
Title: The Five Critical Components of a Financial Plan for Retirees Date: Wednesday, May 15th
Time: 10am - 12pm Lunch buffet will follow.
Location: In person at the Holiday Inn - Dulles (45425 Holiday Drive, Sterling, VA 20166) or virtually by Zoom webinar
Benefits: 2 hours CPE
Cost: Free for NCVSPCA members and guests pay $40 for virtual / $50 for in-person
Speaker: Evan T Beach, CFP®, EA, AWMA®