Calculating the Retirement Need

CPE Credit:

Overview

Description:

For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Field of Study:

Finance (1 CPE)

Instructor

Instructor:

David Peters

Additional Details

Who should attend:

Tax practitioners and financial advisors who work with retiree clients.

Program Level:

Intermediate

Program Content:

The major topics that will be covered in this course include:

Overview of retirement expenses and needs
Overview of risk tolerance, time value of money and retirement planning factors
Examples of client retirement situations

Learning Objectives:

After attending this presentation, you will be able to…

Identify key questions to be clarified with the client when quantifying retirement needs.
Recall the implications of safe withdrawal rate research.
Recognize the quantitative inputs and mathematical approaches to figuring out how to save for retirement.

Prerequisites:

Basic understanding of time value of money concepts and retirement issues faced by clients.

Advanced Preparation:

None

Developed By:

Peters Professional Education LLC

Format:

Group-Internet-Based

Course Code:

PEDPCRN1

Registration:

$55.00

Attendee Information

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