Securing a Comfortable Retirement in the Age of Spending

Securing a Comfortable Retirement in the Age of Spending

Securing a Comfortable Retirement in the Age of Spending

Presenter

Neil Brown, Wealth Manager, Burkett Financial Services, LLC

Overview

Gain the knowledge to help your clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals. Understand how to build the three-legged retirement stool-employer retirement, savings and Social Security-and how to develop Plan B when the ideal retirement goal is not achievable.

Attendees will be able to explain ways that clients can convert the equity in a home to retirement income and how the value of a small business can be converted to retirement income. Discussion will also include survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples.

8.0 CPD Credits

Registration

Registration is open through 10/21.

Member Price

$419

Nonmember Price

$469

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $100

Monday, October 21

8:30am to 4:00pm (Check-In 8:00am)

Add to Calendar

WICPA Professional Development Center

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.