The “Retirement – Financial Concepts of preparing pre & post Retirement” webinar will cover how Daily Money Managers can assist their clients through this process. The primary focus will be on identifying assets, current and future expenses, and understanding how the assets are invested. The webinar will also highlight approaches on how best to engage with your clients’ family members, attorneys, CPAs, Financial Planners and investment managers. Participants will have a better understanding on the types of investments their clients hold. They also will be able to identify current and future expenses as well as expenses that may not be appropriate for their client, e.g. gifting money they cannot afford. The Daily Money Manager will understand other professionals’ roles and when and how to engage them.
This session eligible for 1 credit hour of Payroll, Finance, Bookkeeping and Bill Paying toward CDMM® recertification.