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Securing a Comfortable Retirement in the Age of Spending Webcast
Securing a Comfortable Retirement in the Age of Spending Webcast
Dec. 13
8:00 a.m. - 4:00 p.m.
Details
Pricing
PICPA Member: $259 | Nonmember: $359
More Information
Course No.
766701
Level
Basic
Prerequisites
Basic knowledge of retirement planning
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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