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Regardless of their business size, businesses have many options for employee retirement plans they can offer as part of their benefits package. With nearly half a dozen retirement plan options available, how can a business owner be sure to choose the perfect one for their company?
For over 20 years, Brian Carney, CFP® has been helping business owners design custom retirement plans to help reduce their personal income taxes while providing a robust benefit to their employees.
This free online CPE webinar for CPAs covered key topics:
This webinar is suitable for business owner, CFO, CEO, Any Professionals or Planner who work with clients on retirement or financial planning.
Partner, RiversEdge Advisors, LLC
Brian Carney is the co-founder and face of
RiversEdge Advisors, LLC. From helping clients to business development to
volunteering in the community, his passion and zeal for financial planning shines
through in all that he does.
Beginning in 2001, Brian has spent his entire
career in the financial services industry, working two local firms prior to
merging his practice with RiversEdge Advisors in 2014. Not only has this merger
allowed Brian to continue providing purely independent and conflict-free
financial advice but has given him the opportunity to truly hone his craft and
share that with each and every one of his clients. As his experience has
evolved, Brian has found his niche serving business owners and entrepreneurs
seeking comprehensive planning services.
A lifelong Delawarean, Brian graduated from
the Tatnall School and Ursinus College. He has earned various industry
designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial
Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited
Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®).
Simplifying the complex, obtaining the seemingly unobtainable, and empowering
his clients to feel financially confident are what motivate him on a regular
basis. On any given day, you can find Brian going above and beyond to make sure
his clients are well taken care of. As a gentleman with a positive
attitude and proactive demeanor, Brian is heavily involved with client
relations. His personality and dedication enhance the RiversEdge client
experience from start to finish.
Brian is married to his college sweetheart,
Kristen, and together they have three children. As a family, they spend a lot
of time exploring and making long-lasting memories together. Brian is a
volunteer coach for his sons' football, basketball and baseball teams, and
loves any chance he gets to spend with his family. Passionate about animals,
their family regularly fosters dogs through Out of the Woods Rescue in Medford,
New Jersey. With Kristen leading the way, Brian’s family fostered and helped 17
dogs find forever homes over the past 2 years. When he isn’t dedicating his
time to his family, sports, or animals, Brian is heavily involved with his alma
mater, the Tatnall School, in Wilmington, Delaware.
Duration
Course Level
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Pre-requisites
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
206 Ratings
Excellent
140
Very Good
59
Average
7
Poor
0
Terrible
0
AC
Mar 23rd, 2021
This presenter was one of the most effective and enthusiastic I have seen. The slideshow could have been a little bit more detailed for continued reference, but the conciseness is also appreciated. This topic is a pretty involved one....I would like to see a 2 or 3 hour seminar to allow for a bit more discussion and depth.
BS
Mar 4th, 2021
Super interesting Webinar on retirement that anyone can use even if their current job responsibilities are not related to the topic. i would listen to more webinars from this presenter on the topic
JB
Mar 24th, 2021
One of the best instructors, great slides, was focused on the program. Did not stray off on items not relevant, like a couple of instructors. I will review this webinar online again
LC
Mar 4th, 2021
I thought the presenter and the material was helpful and relatable to my clients. Very informative and helpful CPE.
CM
Mar 4th, 2021
I'm frequently asked retirement plan questions, and I'm not really prepared to answer them. This was beneficial.
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This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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