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

Retirement Income Strategies

  • CPA (CA)
  • CFP
  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
  • CSA
  • CFP (CA)
Retirement Income Strategies

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit for Certified Financial Planner (Canada) (Approval No. 9626)

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293432)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Oct 25, 2021 | 04:00 PM EDT View Details

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Oct 25, 2021 | 04:00 PM EDT View Details

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Oct 25, 2021 | 04:00 PM EDT View Details

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

Course Description

Approximately 67% of Americans believe the nation faces a retirement crisis according to a survey of working-age Americans conducted by the National Institute on Retirement Security (NIRS). Similarly, roughly 72% of Canadians who have not yet retired are worried they are not saving enough for retirement according to Scotiabank's 2021 Retail Investor Sentiment Survey. Setting a retirement income goal based on probable cash flow needs is key to helping your clients prepare for retirement and feel confident about their future.

In this online continuing education session, you'll learn practical cash flow-based strategies to determine your client's retirement income needs and how to help them free up money to fund their retirement income goal. Join us and find out how to make retirement cash flow planning part of your practice! 

 

Learning Objectives

  • To review current retirement income calculation methods.
  • To evaluate cash flow data collection methods to use with clients.
  • To calculate a client's projected cashflow based retirement income goal centred on their spending behaviour and lifestyle.
  • To recognize the potential risk posed by unknown debt.
  • To develop spending management techniques that will help clients free up more cash flow to save so that they can reach their retirement income goal.

Who Should Attend?

  • Accountant
  • Business Owner
  • Certified Financial Planner
  • Certified Management Accountant
  • Certified Senior Advisor
  • Chartered Professional Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Young CPA

Testimonial

4.5

(365)
55%
38%
6%
1%
0%

CM

A positive experience in my initial presentation by myCPE

BK

Excellent webinar on cash flow in retirement.

HN

myCPE is great

PC

This was the best CPE course I've taken through myCPE.com.

JP

Good.

JB

good