Securing a Comfortable Retirement in the Age of Spending Webcast
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Securing a Comfortable Retirement in the Age of Spending Webcast

CPE

When
Dec. 13
8:00 a.m. - 4:00 p.m.

CPE Credits
4-Other; 4-Tax

Details

 Pricing

PICPA Member: $259 | Nonmember: $359


 More Information

Course No.
766701
Level
Basic
Prerequisites
Basic knowledge of retirement planning
Note
Accepted for CFP.

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
  • Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement
  • The 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)

Chuck is the founder of the Borek Group LLC, a professional education and consulting firm located in Columbia, MD, where he serves as CEO and chief counsel. In addition to his professional education and consulting activities, he continues to practice tax and business law for Davis Agnor Rapaport & Skalny LLC, and regularly appears before the IRS and in U.S. Tax Court. He is an attorney, CPA, author, and frequent lecturer on a variety of topics associated with law, accounting, and taxation.

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