Your Retirement Income Resources 1.5 Credits
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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.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Retirement Planning for Certified Financial Planner - Canada (Approval No. 247506) (Valid upto : Feb 05, 2025) | 1.5 CE | Approved |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
| Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247506) (Valid upto : Feb 05, 2025) | 1.5 CE | Approved |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Retirement Planning for CIPM | 1.5 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Retirement Planning for Certified Financial Planner - Canada (Approval No. 247506) (Valid upto : Feb 05, 2025) | 1.5 CE | Approved |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
| Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247506) (Valid upto : Feb 05, 2025) | 1.5 CE | Approved |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Retirement Planning for CIPM | 1.5 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Retirement Planning for Certified Financial Planner - Canada (Approval No. 247506) (Valid upto : Feb 05, 2025) | 1.5 CE | Approved |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
| Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247506) (Valid upto : Feb 05, 2025) | 1.5 CE | Approved |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Retirement Planning for CIPM | 1.5 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) | 1.5 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Advanced retirement planning for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Retirement Planning for CIPM | 1.5 PL | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
Credits
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Instructional Method
Pre-requisites
Advance Preparation
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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.
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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.
MK
Good presentation but a bit slow with the financial software included. I think more material could have been provided without it. Also, the Canadian information, while interesting, was not too helpful because I reside in the USA.
GY
Extremely helpful presentation! Thanks!
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