7 Reasons to Not Fear Retirement Planning 1 Credit
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Retirement scares the daylights out of most people. Some believe that death is creeping up upon them while others fear speaking with predatory selling professionals. Retirement and its planning should be a steadfast process of trust, relationship, and strategy not fear.Â
Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build strong planning to reach there. It includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risks. Future cash flows are estimated to determine if the retirement income goal will be achieved.
This CPE Finance Webinar explains the advantages and disadvantages of retirement planning to help everyone and anyone seeking to retire soon.
However, retirement planning is a multi-step process and in most cases, it evolves. There have been significant changes to retirement plans that need to be understood and applied to your client's tax and retirement planning.
Key topics covered in this course:
In this CPE course, journey with Drew Stevens to understand what is in the mind of the client and how you can help them make an easier decision.Â
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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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 – the fastest in the industry.
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.
WDGI
Great refreshing of topic I don't use often.
TH
easy and simple
Dec 16, 09:00 AM ET
-1687862709.webp "Healthcare in Retirement - Retirement University Workshop 1")
Dec 16, 10:00 AM ET
Dec 16, 11:30 AM ET
Dec 16, 01:00 PM ET
Dec 17, 10:00 AM ET
Dec 17, 12:30 PM ET
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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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