Total Credits: 2 including 2 Estate Financial Planning
Retiring at the wrong time with the wrong investment strategy may mean you don't stay retired for long. Learn how to use Monte Carlo Simulations to develop the kind of asset allocation and investment choices that will help your clients stay retired. This course will discuss ten common mistakes that can be overcome using simulations. For over a decade Charles Hallam has been advising clients and educating CPAs in understanding how to use this powerful tool to avoid running out of money in retirement.
* 10 Common Investments mistakes to avoid
*How Monte Carlo Simulations can help
*Retirement Planning
*Investment Mistakes
*Monte Carlo Simulations
Using_Monte_Carlo_Simulations and Retirement Mistakes update | Available after Purchase |
IMPORTANT CPE INFORMATION (0.06 MB) | Available after Purchase |
Charles E. Hallam has over 35 years of investment and financial management experience. Mr. Hallam specializes in developing comprehensive financial planning solutions for individual high net worth investors. Part of Mr. Hallam’s practice involves working with the attorneys of clients involved with Medicare and Medicaid situations for those disabled as the result of major personal injuries sustained from catastrophic accidents.
Mr. Hallam is a member of the American Institute of Certified Public Accountants, Texas Society of CPAs and the Dallas Chapter of CPAs. Mr. Hallam began his career with Main Hurdman andCranstonin 1979 prior to its merger with KPMG. He has owned his own CPA firm. He was a CFO of many private companies before joining Morgan Stanley in 1993. Mr. Hallam performs reviews of continuing education courses for CPAs for the Texas State Board of Public Accountancy.
He is a graduate of the University of Houston with a BBA in Accounting. He has done advanced studies in investing at The Wharton School,UniversityofPennsylvania.
His community service includes being commissioner of under six girls’ soccer in Coppell as well as support for non-profits including Ursuline Academy of Dallas, The Children of Uganda, Aidmatirx and Wings World Quest.
Charles and his wife Irene have three daughters Katy, Kristina and Kara.
Business Professionals' Network, Inc. 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 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
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