Principles for a Successful Retirement

Principles for a Successful Retirement

Principles for a Successful Retirement

Presenter

Bruce Lanser, Senior Retirement Plan Consultant, UBS Retirement Plan Consulting Group

Overview

Planning for retirement may feel overwhelming, but focusing on the levels of control you have over various factors can give you more confidence. There are factors that are out of your control, like market returns, the future of tax policy, and legislative and regulatory reforms. Using slides from The Guide to Retirement, we present seven essential retirement planning principles, giving investors the confidence to make more informed decisions and take positive steps toward a successful retirement.

2.0 CPE Credits

Registration

Registration is open through 09/27.

Member Price

$69

Nonmember Price

$99

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $20

Friday, September 27

8:00am to 10:00am (Check-In 7:30am)

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