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.
- 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