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Securing a Comfortable Retirement in the Age of Spending Webinar

CPE

When
June 3
9:00 a.m. - 5:00 p.m.

CPE Credits
4-Other; 4-Tax

Details

 Pricing

PICPA Member: $259 | Nonmember: $359


 More Information

Course No.
SCRT-2020-01-WEBNR-155-01
Level
Intermediate
Prerequisites
Basic knowledge of retirement planning
Note
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.

Description

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


Speaker(s)

Mike Frost, CPA

Mike Frost, CPA, of Albertville, Alabama, provides tax consulting, continuing education, and motivational speaking services through his company, Mike Frost Enterprises. Mike is a former shareholder of MDA Professional Group, PC, where he managed the tax department of the Albertville office. Mike has 27 years of experience in public accounting, including but not limited to: Business and individual income tax preparation and planning; mergers and acquisitions; estate, gift, and trust tax preparation; small business consulting; Medicare planning and other elder care; audit representation; and religious groups and clergy.

Mike has conducted CPE engagements and seminars throughout the United States and has served as technical advisor for tax articles in The Sand Mountain Reporter, a local newspaper. Mike has been a featured presenter at the Alabama Society of CPAs Annual Meeting and the Federal Tax Clinic held annually at the University of Alabama in Tuscaloosa. 

Mike graduated with "high honors and distinction" from Jacksonville State University with a major in accounting and a minor in finance and a 4.0 GPA. He is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. In addition, he is a graduate of the Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program sponsored by the AICPA. 

 

 


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