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The When and How of Pre-Retirement Planning 103473-2W-IA

The When and How of Pre-Retirement Planning 103473-2W-IA

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

This webinar is for IOWA insurance CE credit

  • 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.


 

This webinar is for IOWA insurance CE credit

Event Details

Event Name: The When and How of Pre-Retirement Planning 103473-2W-IA
Show Event Date: 26 Sep, 2019
Individual Registration Rate: $44.00
Address: You will receive log-in instructions the day before your webinar.Please take the time to read the webinar info on our website by clicking the link below. PLEASE NOTE: ALL WEBINAR TIMES STATED IN CENTRAL TIME., , 52001