ASOA Course: Retirement Planning 101

Monday, April 28, 2014: 2:15 PM-3:15 PM
Room 102A (Boston Convention and Exhibition Center)

Narrative Responses:

Course Description
Course will cover some of the basics of retirement planning including: how to determine how much you will need to retire/monthly spending needs; how to structure distributions; from your portfolio; how to manage distributions in a down market; portfolio allocation suggestions; Q&A.

Instructor:
Emily G. Wood, CFP