Managing Your Money in Retirement
Total Credits: 3 including 3 Finance - Technical
- Average Rating:
- 0
- Categories:
- ACPEN Industry Institute | Accounting and Auditing | Personal Development
- Faculty:
- John L. Daly, MBA, CPA, CMA, CPIM
- Course Levels:
- Basic
- Duration:
- 3 Hours
- License:
- Expires 30 day(s) after program date.
Description
You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation. Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.
Basic Course Information
Learning Objectives- Can you afford to retire?
- Deal with a retirement assets shortage
- When to take Social Security
- Giving yourself a monthly allowance
- Balance risk and return
- Choose the right asset allocation
- Who will manage your money when you can’t?
- Where are all your assets?
- Avoid becoming a fraud victim
Major Subjects
- Social Security
- Retirement
- Asset allocation
- Fraud
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Managing Your Money in Retirement Handout (1.4 MB) | Available after Purchase | ||
Faculty
John L. Daly, MBA, CPA, CMA, CPIM Related Seminars and Products
John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".
Dates
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Mon, May 26, 2025 - 7:00 AM to 10:00 AM PDT
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Tue, Nov 11, 2025 - 6:00 AM to 9:00 AM PST
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Mon, Dec 29, 2025 - 5:00 AM to 8:00 AM PST
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Wed, Dec 31, 2025 - 5:00 AM to 8:00 AM PST
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Mon, Jan 19, 2026 - 7:00 AM to 10:00 AM PST
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Tue, Jan 27, 2026 - 8:00 AM to 11:00 AM PST
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Mon, Feb 16, 2026 - 9:00 AM to 12:00 PM PST
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Tue, Mar 17, 2026 - 7:00 AM to 10:00 AM PDT
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Tue, Mar 31, 2026 - 8:00 AM to 11:00 AM PDT
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Fri, Apr 10, 2026 - 9:00 AM to 12:00 PM PDT
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Wed, Apr 22, 2026 - 11:00 AM to 2:00 PM PDT
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Fri, May 15, 2026 - 7:00 AM to 10:00 AM PDT
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Wed, May 20, 2026 - 8:00 AM to 11:00 AM PDT
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Thu, Jun 11, 2026 - 9:00 AM to 12:00 PM PDT
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Fri, Jun 19, 2026 - 11:00 AM to 2:00 PM PDT
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Additional Info
Basic Course Information
Prerequisites Management experience helpfulAdvanced Preparation None
Designed For Those who are soon to retire, already retired or advise clients about retirement.
Original Recording Date
02/13/2024
Course Developer John L. Daly
Date Added to Catalog 10/07/2023
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.