June 19, 2026

Webinar

3 CPE Credits

Managing Your Money in Retirement

June 19, 2026
Webinar
3 CPE Credits

Managing Your Money in Retirement

  • View Bio

    Instructor

    John
    Daly

    View Bio

    John Daly

    Bio
    L. Daly, MBA, CPA, CMA, CPIM

    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 Credits
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. 

Provider

ACPEN

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    Price includes $0.00 early registration discount(s) - expires 6/9

    Price includes $0.00 early registration discount(s) - expires 6/9

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    Price includes $0.00 early registration discount(s) - expires 6/9

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