Free Consumer Webcast from AICPA: Design the Retirement That Fits Your Needs
The first steps in mapping out your journey to retirement is knowing where you are and deciding where you want to go. As a part of the 'Take Charge: Your Money. Your Life.' series, 360 Degrees of Financial Literacy and the AICPA's Personal Financial Planning Section are offering a free consumer webcast on
In this plain-English financial literacy webcast, listeners will learn:
* How to use a tax return to provide a 360-degree view of your finances. A tax return is essentially an itemized bill for the past year. It shows important details about your current cash flows that can help you assess your current situation and plan for the future.
* How to design the lifestyle you want through tracking and monitoring spending/expenses. Examples will be provided to help inspire consumers to come up with their own system of identifying and monitoring expenses that fits their needs/style.
* The positive aspects of budgeting and how to make it work for you. Planning ahead is an important step toward finding peace of mind about money matters.
* How to plan for retirement spending. If you want to maintain your current lifestyle in retirement, how much (in today's dollars) will you need to do that?
* And more ...
WHAT: 2017 Taxes: Start Your Financial Plan Here.
WHO:
WHEN:
HOW: Reporters and the public can register online here (https://event.on24.com/eventRegistration/EventLobbyServlet?target=registration.jsp&referrer=&eventid=1394706&sessionid=1&key=676BDB0886BEF7B9247F680E877A884D(R)Tag=&sourcepage=register).


Report Warns Connecticut Environment At Risk From Climate Change, Trump Policies, State Cuts
SBA Offers Disaster Assistance to California Small Businesses Economically Impacted by the January Severe Storms and Flooding
Advisor News
- How life insurance can provide liquidity for wealthy families
- Retirement providers turn to digital engagement to retain assets
- Looking out for clients with diminished mental capacity
- House panel advances CLEAR Forms Act backed by IRI
- Modifying life insurance based on evolving needs
More Advisor NewsAnnuity News
- AM Best to Deliver Presentation at 2026 ACLI Annual Conference
- Global Atlantic Announces Launch of ForeLifetime Income, a New Fixed Index Annuity
- A-Cap strikes back with lawsuit accusing SC regulators of sloppy process, leaking secrets
- AM Best to Discuss Its Views on Private Credit Surge and Risks at 2026 NAIC/NIPR Insurance Summit
- OID recovers $260M in life insurance benefits
More Annuity NewsHealth/Employee Benefits News
Life Insurance News