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

Baby Boomer Investing in the Perilous 2020s: The Book

  • CPA (CA)
  • CPA (US)
  • CFA
  • CPA/PFS
Baby Boomer Investing in the Perilous 2020s: The Book

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(11)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

Most of the 78 million baby boomers in the US will spend much of this decade in the Risk Zone spanning the 10 years before and after retirement. The Risk Zone is the time when the primary investment objective should be to protect lifetime savings. Losses in the Risk Zone can make the remaining lifetimes far less comfortable for them. This exposes them to the risk of being a burden to society.

This online CPE webinar is aimed at the book from the speaker Ronald Surz that helps 78 million baby boomers protect their $60 trillion in lifetime savings. Baby boomer investors are in serious financial danger in the 2020 decade. This book is a compilation of Baby Boomer Investing Shows financial education videos produced over the past two years and is available on Amazon Here.  

This CPE webinar can be beneficial to the attendees in the following points include:

  • Being educated on investment risk
  • Receiving advice on what is appropriate for Baby boomers in this decade
  • Action steps are clearly described and easy to implement. 
  • The Kindle version links the reader to entertaining and informative videos from the Baby Boomer Investing Show

Learning Objectives

  • To explore the Risk Zone and Sequence of Return Risk 
  • To identify the current risk in stocks and bonds
  • To recognize how to protect against likely inflation surge
  • To recall 18 lessons: One per chapter 

Who Should Attend?

  • Accountant
  • Certified Public Accountant
  • Certified Senior Advisor
  • Chartered Professional Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Senior Accountant
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Testimonial

4.2

(73)
42%
44%
11%
1%
1%

SL

The instructor is a true Pro, this was a very valuable session!

MG

This was a fantastic webinar - I wish it was longer and in more detail!

CT

Excellent speaker and very helpful!

MC

A good refresher for us Baby Boomers

EL

Very informative

TS

The presenter had an interesting take on the stock market and it's current valuation.