Please join Fritz Gilbert, founder of a popular personal finance site for near retirees, as he shares his 10 Steps To Make Sure You Have Enough Money To Retire. Fritz and his wife meticulously prepared for retirement by tracking expenses for a year (one of the steps) and they continue to monitor their plan on a regular basis (again, another one of the steps). Frankly, their discipline is admirable!
Learning Objectives:
- The 10 Steps to ensure a client's retirement plan is on-track
- The MOST important step any client can tale to ensure their retirement plan is solid
- The step that is most beneficial to ensuring clients have a GREAT retirement
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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.