For most people, funding their own retirement is the largest expense they will ever incur. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement.

In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and how to address risk perceptions. By doing this, we will enable practitioners to better address client questions and frame trade-offs when necessary.

Topic Areas:

• Establishing and quantifying retirement goals
• Bucketing approaches and safe withdrawal rates
• Time value of money concepts review
• Comprehensive examples
• Investment Policy Statement updates
• Risk tolerance: Actual vs. perceived

Who should attend?

Tax practitioners and financial advisors who work with retiree clients.