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Retire Right: Mastering the Art of Holistic Financial Planning 1 Credit

Retire Right: Mastering the Art of Holistic Financial Planning 1 Credit

  • Rating

    4.6
  • Published on

    March, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To discuss the key components of a well-rounded retirement plan.
  • To review the strategies for maximizing Social Security benefits.
  • To explore the foundations of understanding and integrating Medicare.
  • To identify essential elements of effective estate planning.

Course Overview

Explore the foundational elements of retirement planning in this engaging webinar, where we uncover comprehensive strategies for achieving financial success in your retirement years. From optimizing Social Security benefits to navigating the intricate details of Medicare and developing a robust estate plan, this session serves as a roadmap to help you secure a fulfilling and financially stable retirement.

In this CPE Finance webinar learn the ins and outs of maximizing your Social Security benefits, gaining insights into strategies that can significantly impact your overall retirement income. We'll guide you through the complexities of Medicare, ensuring that you understand how to efficiently and affordably meet your healthcare needs. Moreover, delves into the crucial aspects of estate planning, empowering you to establish a strong foundation for asset transfer, minimize tax implications, and safeguard your legacy.

Major Topics Covered:

  • Why is Financial Planning Important?
  • Building a solid foundation - Budgeting and debt management
  • Saving and investing for retirement growth
  • Tax planning for retirement efficiency
  • Healthcare planning for retirement security

Join us for this informative webinar, designed to provide U.S. audiences with practical knowledge and tools that help make informed decisions aligned with their financial goals. Navigate the essential steps of retirement planning with us and gain valuable insights that contribute to a financially secure and enjoyable retirement journey.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 323813)

    Valid upto : Dec 31, 2024

  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Financial Planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1 PL Credit of Retirement Planning for CIPM
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 323813)

    Valid upto : Dec 31, 2024

  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Retirement Planning for CIPM
  • 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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.

About Instructor

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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Ratings and Review

4.6

Excellent

Very Good

Average

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DS

Daniel Suarez, CPA (US)

Appreciate videos such as these, it is important to teach others that saving for retirement does not mean to only live below your means, but rather to consider spending prudently to ensure living comfortably in the future. Do you really need that new car, or exclusive item, or iphone; probably not, by saving now you can win big tomorrow. Understanding how to investment your money to hedge your assets against depreciation and loss of purchasing power is vital.

PB

Paula Battermann, CPA (US)

The speaker did an excellent job of explaining in laymen's terms. I found it very informative. Also I appreciated his viewpoint as to different ways to looks at forms of inome and insurance without getting buried in the "weeds".

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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