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The When and How of Pre-Retirement Planning 103473-4-IA

The When and How of Pre-Retirement Planning 103473-4-IA

3 CE credits • James (Jim) Pearson, ACS, CLU, LUTCF

Location Course

  • IA Course No. 103473 (General)
  • CFP Board Program ID #256087

Retirement Planning decisions are made in three progressive stages: Pre-retirement; just prior to retirement; at retirement and beyond.  Pre-retirement is important because it impacts the number of choices available in the next two stages. Educating your clients on this will help the make a difference in their lives for years in the future. We will look at planning decisions that need to be considered beginning thirty years prior to retirement to the 12 months prior to retirement.


 

NOTICE:  Ethical Dilemma - Meeting the Client's Expectations (12:00-2:50pm) and Cradle to Grave, Monitoring Insurance Needs (3:00-5:50pm) are also offered on this date at this location.

Event Details

Event Name: The When and How of Pre-Retirement Planning 103473-4-IA
Show Event Date: 05 Dec, 2019
Individual Registration Rate: $55.00
Address: 1055 SW Prairie Trail Parkway, Room Number Will Be Posted in Building, Ankeny, IA 50023