Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement 1 Credit
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Deciding on the right mix of investments in your portfolio is about balancing market risk, interest rate risk, and inflation risk. But there’s one big retirement risk that might be flying under your radar: longevity. The fact that you may live a lot longer than you think is a major source of retirement uncertainty.
In this CPE Course, we will explore innovative strategies that will revolutionize your approach to retirement planning. It will guide you through a comprehensive examination of longevity planning, providing insights that go beyond traditional methods. Discover the keys to a secure and prosperous post-career life, equipping yourself with the knowledge and tools essential for navigating the evolving landscape of retirement with confidence.
This webinar is not just about financial planning; it's a holistic exploration of the factors influencing longevity and how you can proactively design a fulfilling post-career life. Whether you're just starting your retirement journey or looking to optimize your existing plans, this webinar is tailored to empower you with the insights needed to make informed decisions for a prosperous future.
Key topics covered:
Don't miss this opportunity and join this  CPE Finance webinar to unlock the secrets of financial wellness and longevity planning.Â
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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.
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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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.
EM
Very good discussion of the many items to consider when planning for retirement such as inflation, life expectancy, and long term care.
GY
Excellent course. Instructor did a wonderful job highlighting the considerations required for a healthy and happy retirement.
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