How to Conduct a Business and Personal Retirement Needs Analysis

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How to Conduct a Business and Personal Retirement Needs Analysis

Learning Objectives

To analyze how to implement an introductory plan to help establish trust and rapport.
To discuss how to create and implement a plan based on objectives as well as measurements of success.
To inspect the client’s unplanned and planned income and expenses.
To analyze how to conduct a business and personal retirement needs analysis.

Course Description

Many producers conduct fact finders or financial needs analyses as they meet new consumers – but do they conduct them well?

Financial analysis is meant to review substantial debt and equity ratios and become the epitome of financial improvement. The concept here is to implement strategies that enable you to become a trusting financial specialist so that clients do not withhold information to help you produce the best plan possible.

A qualified financial planner carries out a needs analysis to determine the current state of your finances and your future financial needs. A needs analysis ensures that you are not sold any particular financial product without an overall assessment of your finances and existing financial position. For example, in the past, a salesperson would have been able to sell you a life insurance policy without assessing your affordability and existing policies.

The legislation now requires financial service providers to do a financial need analysis for every client. The benefit to the client is that after a needs analysis you will have a holistic view of your finances and would be able to make an informed decision.

In this Finance course speaker, Drew Stevens will explain how to conduct a business and personal retirement needs analysis.

Key topics covered in this course are:

What are the issues with planners?
RITA
Retirement Analysis
Review Current Marketplace Issues
Provide aspects of personal issues surrounding retirement
Compare and Contrast different intake methods
Learn 6 areas business owners need to know
Discover the importance of a business valuation
Analyze a few intake methods
Why Companies Fail
Succession or Exit Plan

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
1 CPE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CPE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CPE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1 CPE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1 PL Credit of Retirement Planning for CIPM
1 CPE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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.

Ratings and Review

4.2

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Susan Schreiner, CFP® (US), EA

Interesting webinar.

1 Credit

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Subject Area

Finance

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How to Conduct a Business and Personal Retirement Needs Analysis

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.2

Susan Schreiner, CFP® (US), EA

Subject Area

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