Securing a Comfortable Retirement in the Age of Spending Webinar

Jun 3
9:00 - 5:00 p.m.

Online

4-Other; 4-Tax
CPE Credits

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Highlights

  • Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client
  • Using the residence and other real estate as retirement assets through equity and rent
  • Using the small business as a retirement resource through creative retirement plans
  • Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement
  • Developing a three-legged retirement stool of employer retirement, savings, and Social Security
  • Distribution/asset liquidation planning
  • Analysis of the most current/important research on retirement planning and sustaining retirement income levels

Registration

PICPA Member: $259
Nonmember: $359

More Information

Course No. SCRT-2020-01-WEBNR-155-01

Level: Intermediate

Prerequisites: Basic knowledge of retirement planning

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Michael Frost

Surgent McCoy CPE LLC