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Retirement Cash Flow Planning


Exit Planning

 Retirement Cash Flow Planning
CPE Credit

Program Type: Recorded Webinar(Audio, PPT)
Program Level: Update
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 13PEP0927
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

The focus of the webinar will be on how to set your client up for a successful retirement. Specifically:

Understand how much money your clients need to retire. This will help answer the question of whether they will be selling their business for enough money to retire. If not, then there is still some work to do to increase the value of the business.

Understand the purpose of establishing different buckets of money for your client's assets
Discuss, briefly, the mapping of your client's personal goals to their buckets of money and briefly address how these different buckets are invested.

Demonstrate ways to strategically allocate the business sale proceeds to your client's buckets of money.

Review the historical long-term success of various portfolio withdrawal rates. Briefly address common myths about withdrawal rates.

Identify common mistakes that business sellers make after the sale, and addressing ways to avoid them.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify the different buckets of money your client should have
- Map your client's personal goals to their buckets of money
- Describe how to strategically allocate sale proceeds to your client's buckets of money
- Determine how much money your client can spend per year in retirement and never run out of money
- Communicate the historical success of various withdrawal rates
- Address common post-sale seller mistakes

Who Should Attend

The target audience for this presentation is advisors to business owners

Presenter(s)

Michael Lissner
Mr. Michael Lissner is a partner of Acropolis Investment Management, has worked in financial services for over 20 years. He works with a select group of clients and is experienced successfully managing clients and their assets through a broad spectrum of market environments.

Mr. Lissner is a Certified Exit Planning Advisor (CEPA) and is the editor of transitionABLEā„¢, the firm's publication on business transition planning. He leads the firm's exit planning activities and helps business owners prepare for, and transition out of, their business.