Mobile Edition

CSI RETIREMENT Crime Scene Investigation (ACCSI18)

Date:Wednesday, December 20, 2017
Time:10:00AM - 6:00 PM
(Registration at 9:30 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Course Level:Intermediate
Early Bird Price:Not applicable or see below.


The show business slant of this workshop seems necessary to the instructor because he's observed that many adults spend more time planning a two week family vacation or planning a one day wedding than they do preparing for the post-employment decades of their lives. As far as retirement planning is concerned, denial is not just a river in Egypt.

Assuming a majority of Boomers, Gen-Xrs, and Millenials of our population will one day find themselves "relatively" finished with "work," this workshop presents an opportunity to explore aging and retirement issues.


  • Better handle the legal preparation for retirement

  • Manage money in difficult financial markets

  • Appreciate the healthcare, emotional and "universal" issues that also occur in retirement

    Major Topics:

  • INTRODUCTION: Footprints toward retirement. You're gonna get older

  • PHYSICAL ISSUES: Fingerprints of good Healthcare. Health insurance(s)

  • MENTAL ISSUES: Fibers of Financial Preparation. Adult education.Legal Issues. Investing after 2008 -Stock Markets, Real Estate, Annuities, Precious Metals.

  • EMOTIONAL ISSUES: Family and friends. Social activities. Entertainment we watch. Recreation we do

  • UNIVERSAL/ PHILOSOPHICAL/ ISSUES: Creativity Philanthropy. Spirituality and Religion. The Sage

  • CONCLUSIONS: One retirement size does not fit all. Balance & hopefully wisdom are determined by the evidence

    Who Should Attend:
    Professionals who like planning, and want some help with retirement issues. Professionals who are usually too busy to consider these issues until it's too late.


    Advanced Preparation:


    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.