Personal Financial Planning Retirement Events 


Welcome to the Retirement section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.

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Event Type
Event Name
5/27/2016PodcastRetirement and the Sequence of Return Risk
Michael Kitces
4/12/2016PodcastQ1 Update on New Tax Laws, Private Letter Rulings, and Court Cases
Robert Keebler
Estate; Retirement; Tax
3/15/2016PodcastAdvising Clients on Social Security After File and Suspend Goes Away
Ted Sarenski
1/20/2016PodcastAdvising Clients When They Underestimate Retirement Needs
David Stolz
11/19/2015WebcastPractical Planning for Social Security and Healthcare in Retirement
 Ted Sarenski, Jim Shambo
RetirementThought Leadership
10/28/2015PodcastCongress Eliminates Social Security “File-and-Suspend” Strategy
Ted Sarenski
9/4/2015PodcastAdvising Clients on Medicare Enrollment
Ted Sarenski
8/27/2015WebcastPlanning for Spending in Retirement
Michael Goodman, Lori Luck, David Stolz
Personal Financial Planning; RetirementConsumer
8/24/2015WebcastNavigating Medicare and the Affordable Care Act
Steve Siegel
Estate; Retirement; Personal Financial PlanningThe CPA's Guide to Financial and Estate Planning
8/18/2015PodcastRetirement Planning - Advising Clients on Avoiding Common Missteps and Mistakes
Ted Sarenski

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