Session Information
2013 Midyear Clinical Meeting
Click here to go to the previous page
Exit Strategies: Your Financial Prescription to Maximize Your Retirement
Track:
Education Sessions (CE)
Program Code: 001
Date: Sunday, December 8, 2013
Time: 2:00 PM to 3:45 PM EST
Location:
Valencia W415 D, Level 4
PRESENTER(S):
Alonzo Barnes, Jr.
Nelson Castro
Eric Truvillion
PROGRAM CHAIR:
Eric Truvillion
Description
This activity is designed to educate, inform, and position ASHP attendees with financial strategies available to them to help to reduce risk and secure their financial futures and quality of life at retirement.
There are no continuing education credits available for this session.
There are no continuing education credits available for this session.
LEARNER OUTCOMES:
- Discuss the history of the market returns and withdrawal guidelines.
- Identify opportunities in the accumulation stage (Guarantees, Correlated, Non-Correlated).
- Identify the major risk to your retirement.
- Recognize the statistics of retirement income to turn assets into income streams.
- To create and preserve your legacy.
This session is a part of: