Webinar Registration

Retirement Lessons from a Retiree!

Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, June, 1

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Fritz Gilbert

Founder The Retirement Manifesto

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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.