Know the Retirement Planning Mistakes that people tend to Do, and Learn How to Avoid Them.
Social Security is considered as a fad by most retirees these days, and they consider relying on their own savings as the best idea. Workers now need to view the income they earn throughout their careers, which can span 40 years, as money to last them into their 80s and beyond. People stumble with their retirement savings at all stages of life as competing interests manage to get in the way. But the cost of putting off saving can be dire – estimated around 40% of baby boomers and Generation X people are risking running out of money in retirement, says the Employee Benefit Research Institute. Yes, it is a tricky balancing act, and the mistakes that are more likely to make workers stumble will look different depending on whether a person is fresh out of college or at the tail-end of his career.
This session by expert speaker will review retirement planning mistakes during two phases of life:
Pre-retirement: The Accumulation Phase
Post-retirement: The Distribution Phase
Those in the preretirement phase will learn what mistakes to avoid and how to calculate how much is needed to retire. Post retirement phase attendees will learn their biggest mistakes to avoid and how to make sure their nest egg will last through life expectancy.
Five common mistakes people make planning their retirement.
An easy formula to determine how much money is needed to retire.
Five common mistake people make when they retire.
How important is Social Security and when to apply.
How to make sure your money will last a lifetime after your retire.
Who Should Attend
Anyone who wants to retire in the next 5-10 years
CPA and CFA
Human Resource Managers
Ask a question at the Q&A session following the live event and get advice unique to your situation, directly from our expert speaker.
Rick Rodgers is founder and president of Rodgers & Associates in Lancaster, PA. In the past two years, Rick has become a regular guest on various regional and national television news programs, noted for his expert commentary on retirement planning and tax strategy. Millions of...
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