4th of July offer on myCPE Prime, Unlimited courses and credits for just $199. Hurry! (Offer expires on July 04) Click here to start.
MaxiFi Planner

MaxiFi Planner

Providence,RI
  • 1.1k

About Company

MaxiFi is our state-of-the-art financial and retirement planning tool that calculates what you should spend, save, and insure annually to maintain your living standard. It also examines tens of thousands of Social Security, retirement account, annuity and other strategies to raise your living standard. The result is often tens to hundreds of thousands of dollars in additional lifetime spending.


There are no Webinars available in Section.

CPE | CE Course on IRA Account or Social Security First
$10
Should I Tap My IRA or Social Security First?
  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
Register
  • 4.2
  • (32)
Do Roth Conversions Pay?
$10
Do Roth Conversions Pay?
  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CFA
Register
  • 3.5
  • (28)

3.6

  • 3.6

(272) Ratings

Excellent

120

Very Good

76

Average

51

Poor

18

Terrible

7

DL

dawn lien, CPA (US)

May 6th 2022

Great job!

DJ

DENISE JOSEPH, CPA (US)

May 5th 2022

Good material and presenter

MB

Melvin Bernard, CPA (US)

May 5th 2022

By far one of the best webinars

MB

Michael Boyle, CPA (US)

Apr 12th 2022

Very effective presentation. The instructor is obviously an SME with great mastery of the subject and the Maxifi PRO software, which I had not had prior exposure to. The demonstrations were quite useful

GL

Grace Lin, CPA (US)

Apr 6th 2022

great

We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.