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Investing for Retirement Webcast

CPE

When
Oct. 22
8:00 a.m. - 4:00 p.m.

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $285 | Nonmember: $385

CLE Credit Add-On: $50


 More Information

Course No.
743203
Level
Intermediate
Prerequisites
Experience with personal or business investment decision-making
Note

Taught by the course author!

Description

Review the advantages and disadvantages of fundamental retirement products and investment options. Learn differences between investing for retirement and investing for nonretirement. Understand the risks of the stock market, bond market, and insurance industry. Evaluate and understand the direction changes of investment markets.

Highlights

  • Common retirement investment problems and mistakes
  • Deceptive marketing techniques 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


Speaker(s)

 

GERALD H. CARNES, JR.

MBA, CPA, CFF, FCPA

 RETIRED REGISTERED INVESTMENT ADVISOR

 

 

            Gerald (Chip) Carnes operates an independent financial and investment advisory practice including a research analytics service, and an accounting and tax practice in western Pennsylvania.  He has authored numerous professional development courses, and has been a frequent speaker throughout Pennsylvania and the United States on the topics of financial planning, identifying and solving investment problems, investment planning, investment research and selection, economic analysis, and investment market analytics.  He is a former member of the NASD Board of Arbitrators, and provides expert witness and litigation support in financial cases, as well as acting as a case arbitrator. He is also an accounting and finance professor and Edinboro University of Pennsylvania,  Edinboro, PA.

 

            Mr. Carnes is a graduate of Penn State University, University Park, Pennsylvania with a B.S. in Operations Research and Management, and a graduate of Gannon University, Erie, Pennsylvania with a Masters Degree In Business Administration.  He is a Certified Public Accountant, and a member of the Pennsylvania and American Institutes of C.P.A.’s.  He was among the first C.P.A.’s in Pennsylvania to register as an investment advisor with the United States Securities and Exchange Commission and the Pennsylvania Securities Commission.  He continues to be a Registered Investment Advisor with the Pennsylvania Securities Commission and FINRA.   He is also a member of the AICPA  Forensic and Valuation Division(CFF), and a member of the Society of Forensic CPA’s(FCPA) with a special interest in securities and financial statement fraud.     

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