CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

4 Pillars to an Abundant Retirement

4.4 (464)

Daven Sharma

Abundance Advise

Thursday, April 29, 2021 | 03:30 PM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • ERPA

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 of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290801)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

Additional Dates

Aug 13, 2021 | 10:00 AM EDT Register

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 Financial Planner
  • 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
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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(
    [no_of_record] => 464
    [average] => 4.4483
)
 

4.4

(464)
56%
34%
8%
2%
0%

PR

The instructor is a wealth of knowledge and provides great examples and real-time calculations.

RP

Well done.

JL

This was on every point a strong presentation. I'm being asked more and more by some of my clients what they need to consider as they near retirement and the presentation and handout will be very helpful in pointing them in the right direction.

MG

Good presentation & content.

JP

Great

JH

Useful information to use now and in the future.