4 Pillars to an Abundant Retirement 1 Credit
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So… what is standing in the way of you being able to RETIRE ABUNDANTLY? NOW is the time to remove the obstacles and protect yourself from the dangers, because it’s not a pipe dream. It can be your reality.
The course teaches participants to help their clients with the Retirement Planning Process. The 4 Pillars refer to key elements required to plan for a safe and comfortable Retirement. The course outlines the basic elements which must be taken into consideration to prepare for Retirement.
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This online CPE webinar is recommended for any Professional or Planner who work with clients on retirement or financial planning
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Advisers, a Bay Area financial planning and wealth management firm.
“Our proprietary system 7-Steps to Financial Abundance is a holistic approach to financial planning. We first understand our clients’ goals and timeline and then build customized solutions around them. It is not about getting the highest rate of return; it is about attaining those lifetime financial goals,” Daven says.
Daven earned his BS in Accounting from the University of Delhi, India. After migrating to United States in 1985, he earned CPA and CFP® designations. In 2016, he founded Academy of Financial Planning, a non-profit organization devoted to providing free financial education to all, as he believes that everyone deserves an opportunity to be financially independent.
Daven lives in Dublin, CA and enjoys reading and travel in addition to spending time with his family and a rescued puppy Lilah.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JL
This was on every point a strong presentation. I'm being asked more and more by some of my clients what they need to consider as they near retirement and the presentation and handout will be very helpful in pointing them in the right direction.
RM
I had never heard of Mr. Sharma but there is some very good information in this presentation. AND, it was presented in a very good manner. Informative and easy to understand!
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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