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 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

Upcoming Webinars

QBO Complete Comprehensive Overview - Latest

(23)

Oct 26, 2021 | 09:00 AM EDT View Details

Understanding, Detecting & Preventing Cash, Credit Card, Inventory and Payroll Fraud

(6)

Oct 26, 2021 | 09:00 AM EDT View Details

Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)

(28)

Oct 26, 2021 | 09:00 AM EDT View Details

Raising Money for Your Non-profit Organization

Oct 26, 2021 | 09:00 AM EDT View Details

Dealing With IRS Collections Division (Part II)

(253)

Oct 26, 2021 | 09:30 AM EDT View Details

The Principles of Ethical Leadership

(10)

Oct 26, 2021 | 09:30 AM EDT View Details

Best Tax Return Workshop - Partnerships & LLCS (Form 1065) Latest

(98)

Oct 26, 2021 | 10:00 AM EDT View Details

Quickbooks for Desktop PC Exploring the Interface - For Beginners

(15)

Oct 26, 2021 | 10:00 AM EDT View Details

Excel Accountant: Intro to Spreadsheets In-Depth

(6)

Oct 26, 2021 | 10:00 AM EDT View Details

IRA Contributions 2020 and 2021

(314)

Oct 26, 2021 | 10:00 AM EDT View Details

How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies and Trends

(61)

Oct 26, 2021 | 10:00 AM EDT View Details

Accounting & Tax Implications of Accounting Changes & Errors

(2)

Oct 26, 2021 | 10:30 AM EDT View Details

The Number 1 Tax Strategy for the Small Business Owner: Setting up an S Corporation step by step.

(15)

Oct 26, 2021 | 10:30 AM EDT View Details

Corporate Accounting & Auditing Best Practices

(32)

Oct 26, 2021 | 11:00 AM EDT View Details

Segregation of duties, Documentation and other essentials for Management of Internal Controls

(8)

Oct 26, 2021 | 11:00 AM EDT View Details

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

Click Here

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

4.4

(521)
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.