MYCPE ONE
MaxiFi Planner

MaxiFi Planner

Place Icon Providence,RI
  • 2.1k

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
PREMIUM
premium
Should I Tap My IRA or Social Security First?
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • FSCP
  • WMCP
  • IA LPA
  • CASL
  • ME LPA
  • CIPM
  • ChSNC

4.2

  • 4.2
  • rating
  • rating
  • rating
  • rating
  • rating

(1k+) Ratings

Excellent

440

Very Good

433

Average

209

Poor

9

Terrible

7

PB

Patrick butler, CPA (US)

Aug 7th 2026

Useful information knowldgeable instrructor

RH

RICHARD HERMAN, CPA (US)

Mar 8th 2025

This topic was very interesting and informative. Very helpful education

DC

Daniel Clawson, CPA (US)

Dec 31st 2024

great course!

GRE

Gail R Esther-Elliott, CPA (US)

Dec 30th 2024

Another great webinar to give some good tips on advising clients who are looking at retiring or maximizing their lifetime spending.

JM

Jennifer Miller, CPA (US)

Dec 30th 2024

clear info provided