4 Pillars to an Abundant Retirement

4.4 (77)

Daven Sharma

Abundance Advise

Wednesday, February 24, 2021 | 03:00 PM EST

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • PFS
  • TEP
  • CTEC

1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

So… what is standing in the way of you being able to RETIRE ABUNDANTLY? NOW is the time to remove the obstacles and protect yourself from the dangers, because it’s not a pipe dream. It can be your reality.

The course teaches participants to help their clients with the Retirement Planning Process.  The 4 Pillars refer to key elements required to plan for a safe and comfortable Retirement.  The course outlines the basic elements which must be taken into consideration to prepare for Retirement.

Key topics:

  • Cash Flow Planning
  • Investment Planning
  • Risk Management
  • Tax Planning

Learning Objectives

  • To outline what one must do to secure their Retirement!
  • To identify the Retirement Myths
  • To design a simple Retirement Plan
  • To discuss how to avoid running out of Money before running out of Life
  • To discuss about Managing Risks in Retirement
  • To examine the impact of Taxes on Retirement
  • To examine a few Planning Strategies

Who Should Attend?

  • Enrolled Agent
  • Tax Attorney
  • Tax Practitioners
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Managers
  • Tax Preparer
  • Bookkeepers & Accountants & Tax Preparers
  • Tax Professionals

Testimonial

4.4

(77)
51%
39%
10%
0%
0%

BS

Great learning experience to get CPE

CM

I found this to be very helpful personally. I'm glad I attended.

CH

good

SL

This was just an excellent seminar with a lot of good information with actionable recommendations. Thanks so much!

VS

Good webinar

AD

Extremely informative