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Your Retirement Income Resources 1.5 Credits

Your Retirement Income Resources 1.5 Credits

  • Rating

    3.9
  • Reviewed on

    February, 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

Oct 07, 03:00 PM ET

Learning Objective

  • To inspect what is the dream retirement.
  • To analyze what are some of the retirement resources.
  • To review the retirement income sources.
  • To identify the pros and cons of different income sources like Real Estate, Stock, Mutual Funds, Private Pension plans, Life Insurance, and Other Businesses

Course Overview

Part of planning for retirement is to determine what you want to do during retirement.  A good chunk of time is spent on saving, investing, and coming up with a budget to suit your retirement needs. Far too often, retirees will face challenges and now they will put their dream retirement on hold while just spending their retirement based on their budget.

In this CPE Finance webinar, we will look at what you need to consider when you are coming up with your retirement budget. 

It is not as simple as just doing 10%, 20%, or 30% of your income now so you will have enough money when you retire. The rest of the time you spent on hoping and praying that you will get a good return on your investment so that you retire financially independent.

Let’s take retirement income sources and resources into consideration so that you are not faced with challenges and finding you are just a bit short and so that you have cut out your dream vacation and your dream car.

Note: Please take note that Linda Yao is a Canadian. She might be explaining a topic from real life by utilizing Canadian examples. However, the course is also acceptable for US titles. Below the course name, we have included the acceptable titles for continuing education. 

  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Finance for CPA in Canada
  • 1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1.5 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1.5 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit of Retirement Planning for Certified Financial Planner - Canada (Approval No. 247506)

    Valid upto : Feb 05, 2025

  • 1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CE Credit of Professional Development for Personal Financial Planner (PFP)
  • 1.5 PL Credit of Retirement Planning for CIPM
  • 1.5 CE Credit of Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247506)

    Valid upto : Feb 05, 2025

  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
  • 1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CE Credit of Professional Development for Certified International Wealth Manager (CIWM)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CE Credit of Professional Development for Designated Financial Services Advisor (DFSA)

  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Finance for CPA in Canada
  • 1.5 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US)
  • 1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1.5 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1.5 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1.5 CE Credit of Professional Development for Personal Financial Planner (PFP)
  • 1.5 PL Credit of Retirement Planning for CIPM
  • 1.5 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
  • 1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CE Credit of Advanced retirement planning for Certified International Wealth Manager (CIWM)

Additional Information

Credits

1.5

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

Linda Yao
Linda Yao

, EXPERIOR FINANCIAL GROUP Inc.

  • 4.2
  • rating
  • rating
  • rating
  • rating
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Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.  

While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily. 

It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax. 

She is focused on helping them in building wealth for future generations to leave a sizable

legacy effortlessly by following a few simple steps.

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

3.9

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Very Good

Average

Poor

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GY

Grace Yang, CPA (US)

Extremely helpful presentation! Thanks!

GR

Gia Robertson, CIA

Very good.

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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