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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Most baby boomers will face a health care financial crisis in retirement because of inadequate or faulty knowledge of Medicare basics.
This one-hour continuing education course will begin with an overview of Medicare and end with a discussion of long-term care. It will acquaint CPAs with the way health care works for retirees, and how they can help clients plan for health care expenses and transition smoothly into retirement.
This Online CPE webinar on Finance covers the following key topics:
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.
Certified Public Accountant (CPA), Abundance Advise
DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Advisers, a Bay Area financial planning and wealth management firm.
“Our proprietary system 7-Steps to Financial Abundance is a holistic approach to financial planning. We first understand our clients’ goals and timeline and then build customized solutions around them. It is not about getting the highest rate of return; it is about attaining those lifetime financial goals,” Daven says.
Daven earned his BS in Accounting from the University of Delhi, India. After migrating to United States in 1985, he earned CPA and CFP® designations. In 2016, he founded Academy of Financial Planning, a non-profit organization devoted to providing free financial education to all, as he believes that everyone deserves an opportunity to be financially independent.
Daven lives in Dublin, CA and enjoys reading and travel in addition to spending time with his family and a rescued puppy Lilah.
Abundance Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our Commitment
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our Principle
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
283 Ratings
JH
Mar 11th, 2022
Excellent presentation
CSS
Mar 11th, 2022
Great Class!
RD
Mar 10th, 2022
I just subscribed to myCPE yesterday, not finding meaningful content with the AICPA webcast. What a way to start it off. I'm a CPA/PFS and this material will allow me to provide superior skills to my clients in their planning sessions. I am very impressed with the program selection, availability, alternative dates for scheduling convenience. This is going to be a continuing experience into the future.
MD
Nov 13th, 2021
good review
BB
Nov 12th, 2021
Great webinar
1 Credit
Subject Area
Jun 29, 2022 | 09:00 AM EDT
Jun 29, 2022 | 09:30 AM EDT
Jun 29, 2022 | 10:00 AM EDT
Jun 29, 2022 | 10:00 AM EDT
Jun 29, 2022 | 10:00 AM EDT
Jun 29, 2022 | 10:00 AM EDT
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