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Wednesday, August 1 • 3:00pm - 7:00pm
The Current State of Retirement Planning - An Advanced Retirement Planning Update (Part 1)

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This 8 hour workshop is being offered for $149. Please click here to submit the Advanced Retirement Planning Workshop registration form (separately from your Retreat registration) .
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As we prepare our clients for their lives, arguably retirement planning is the single most important thing we do.  But there is so much to know, and there are new developments every year.  This update course is a review of basics and a survey of recent thought on everything that is important to know about retirement planning. It addresses qualitative and quantitative concepts, from life planning to Monte Carlo theory. All of the components that impact retirement planning - Social Security timing, work life expectancy, encore careers, actual life expectancy, savings rates, investment risk and returns, spending patterns, taxes, retirement vehicles, 59 ½, 70 ½, buckets strategies, reverse mortgages, annuities, the search for happiness, leaving a legacy, and income in respect of decedent – are open to discussion and explored.

Speakers
avatar for Randy Gardner

Randy Gardner

Financial Advisor and Estate Planning Attorney, Goals Gap Planning
Randy Gardner, J.D., LL.M., CFP®, MBA, CPA is the founder of Goals Gap Planning LLC, and a former award-winning professor and CFP® Program Director at the University of Missouri. A frequent columnist for the Journal of Financial Planning, Gardner is co-author of the books, 101... Read More →


Wednesday August 1, 2018 3:00pm - 7:00pm
Spruce
  • CE Hours Available: 4.0 NAPFA, 4.0 Specialized Knowledge CPE, 4.0 CFP® Certification for Part 1

Attendees (29)