CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

4 Pillars to an Abundant Retirement

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • ERPA
4 Pillars to an Abundant Retirement

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00402-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0403)

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

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00402-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00402-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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 Online Webinar 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.

This Online CPE Webinar covers following 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

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

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(
    [average] => 4.4509
    [no_of_record] => 519
)
 

4.5

(519)
57%
33%
8%
2%
0%

FS

good

JS

The information allows me to expand the information I can provide to my clients.

AG

Great content!

ML

I needed this course 20 years ago.

DP

Very good info. in this webinar, every individual should take this one. I am sorry it was not longer as I was very intrigued.

HK

excellent way to do CPE.