Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The critical part of the same is to create a healthy plan to reach there.
Retirement planning includes identifying income sources, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are assessed to determine if the retirement income goal will be achieved.
However, retirement planning is a multi-step process, and most cases evolve over time. This webinar takes a long-term approach to the retirement plan that starts with ERISA. It also includes the change in careers over a long period that a professional may take. This is a remarkable value addition that covers a wide range of requirements of the population. The detailed description and included calculations make the webinar more relevant for the simplicity of understanding and comparison.
Charles Rosenberg joined INTAC, a family-owned firm, in 1994 as a pension consultant, where he gained hands-on experience and an invaluable perspective in the pension planning industry. Currently, as INTAC’s Vice President, Charles spearheads the firm’s pension sales and marketing programs.
An expert in retirement plan design, Charles is frequently called upon to lecture and lead industry forums on various Qualified Retirement Plan topics to accountants and financial advisors. He has been quoted as an authority in retirement plans on PlanSponsor.com and The Record, and the Star-Ledger, local area newspapers.
Charles is a Certified Retirement Counselor and Administrator (CRC, CRA) and has attained an Accredited Investment Fiduciary (AIF) designation. He actively serves as a committee member with various industry groups, such as NIPA, and sits on the TPA Advisory Boards for Nationwide, VOYA, and Transamerica. He is also an avid supporter of many local community and charitable organizations. Charles was recently honored with the 2014 Outstanding Volunteer Award by NIPA for his contributions on a volunteer basis toward the organization.
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