Closed
2 CPD Points
Retirement Planning & Investment Options
Start date
11-10-2024
End date
11-10-2024
Time
08:00 AM
Location
MUJHU 2 Conference ROOM & Zoom
Cost
0
CPD points
2
About this activity
Overview of Retirement Planning: Importance and Goals Assessing Retirement Needs: Calculating Future Expenses Understanding Different Retirement Accounts (e.g., 401(k), IRA, Roth IRA) The Role of Social Security in Retirement Planning Strategies for Catching Up on Retirement Savings Creating a Comprehensive Retirement Plan Tax Considerations in Retirement Planning Estate Planning and Wealth Transfer Strategies Managing Healthcare Costs in Retirement