John L. Daly 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. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier. He also has been CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability published by Wiley & Sons.
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.
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 Topics
Social Security
Retirement
Asset allocation
Fraud
CPE Credits Available
3 CPE
3
Finance
Things to Know About This Course
Course Level
Basic
Professional Area of Focus
Finance
Advanced Preparation
None
Intended Audience
Those who are soon to retire, already retired or advise clients about retirement.
