Investing for Retirement

Oct 13
8:00 - 4:00 p.m.

Sheraton Harrisburg Hershey Hotel
Harrisburg - Map

8-Other
CPE Credits

Get a basic overview of fundamental retirement products and investment options, including the advantages and disadvantages of various products and tools. Discuss key issues when planning for retirement and beyond. Understand the risks of the stock market, bond market, and insurance industry. Evaluate and understand the direction changes of investment markets. Learn about the differences between investing for retirement purposes and investing for nonretirement purposes.
Highlights
* Common retirement investment problems and mistakes * Deceptive marketing techniques commonly used in the investment and insurance industries * Areas of retirement investments and insurance misunderstanding and misuse * Basics of investment analysis, valuation, and ratings of fixed instruments and equities, including life insurance products * Retirement asset allocation and risk tolerance decisions commonly required before, and during, retirement * Costs, fees, and commissions * The effect of economic conditions and activity on the market

Registration

PICPA Member: $249
Nonmember: $349

More Information

Course No. 743500 Level: Intermediate

Prerequisites: Experience with personal or business investment decision making.

Notes
Taught by the course author! Accepted for CFP® credit.

Speaker(s)

Gerald Carnes

Professor / Proprietor

GERALD “Chip” CARNES, JR. MBA, CPA, CFF (ret), RIA (ret),

Emeritus Professor 2020-2021

Following retirement from his active Investment Advisory practice beginning in 2020, and his tenured University teaching position in the same year, Chip has continued to research the investment markets seeking to identify reliable financial analytics in order to help investors improve their investment decision making.

After his graduation from Penn State and completion of his military obligation many years ago, Chip came back home to PA and completed his MBA at Gannon University, Erie, PA evening program. He had previously accepted an Industrial Engineering position at a manufacturing division of Textron, Inc. located in western PA. He left Textron five years later to complete a career change at the encouragement of friends and family, and especially a former military buddy who had since become a CPA. His background and experience became valuable to his new employer, and helped him complete the career move easily and pass the CPA exam quickly.

As Chip opened his own CPA practice he accepted a teaching position at a local state owned University to supplement his income. He enjoyed the college environment and continued to teach until his recent retirement. In his practice Chip became heavily involved in Financial Planning which lead to his Investment Advisory registration with the U.S. Securities & Exchange Commission, and the PA Securities Commission. Early in this extension of his new career Chip’s engagements almost totally came from referrals from his fellow CPA’s. In additional to Investment Advisory service and financial planning Chip eventually provided Litigation Support, and Expert Witness testimony in securities cases. This experience lead to Chip becoming an NASD Arbitrator.

Chip is currently living in Cary, NC near his family, but maintains his office and long time residence in Pennsylvania.