Overview

2020 Business Leader Agenda

In this course, Christopher Bart, Managing Director and Partner at Marcum Wealth will discuss key risks individuals face when creating a financial plan to provide income in retirement, including longevity risks, health care costs, the effect of inflation on savings, allocating assets appropriately, and avoiding excess withdrawals.

Learning Objectives

  • Enhance individuals’ understanding of the many risks individuals face when creating a financial plan
  • How to make the most of things that you control to develop a sound retirement plan”

CPE Category: Specialized Knowledge

Level: Basic; Prerequisites or advance preparation: None