Chapter

Retirement Readiness: Best Practices to Retire on Time


Retirement readiness requires being financially prepared for retirement. Individuals need discipline, clearly defined goals, and a plan in order to become ready for retirement. 

Please join FEI Memphis in welcoming David Scully, President of Duncan Williams Asset Management, as he shares best practices for you and your employees to retire on time.

Itinerary:
                 8:00 AM        Registration, Breakfast, & Networking
                 8:30 AM        Presentation
                 9:20 AM        Q&A
                 9:30 AM        Adjournment
 

*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.

Speakers

David Scully

President
Duncan Williams Asset Management

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.