CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Retirement Income Strategies

4.5 (128)

Stephanie Holmes-Winton


Wednesday, September 22, 2021 | 02:00 PM EDT

  • CPA (Canada)
  • CFP
  • CMA
  • CPA (US)
  • CSA
  • CFP Canada

1 Credit


Subject Area


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

tgif: transform grow innovate in finance

Jul 30, 2021 | 09:00 AM EDT View Details

excel accountant: printing and page layout


Jul 30, 2021 | 09:30 AM EDT View Details

gaap update


Jul 30, 2021 | 09:30 AM EDT View Details

comprehensive tax strategies & insights on real estate


Jul 30, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update


Jul 30, 2021 | 10:00 AM EDT View Details

money laundering risks and countermeasures for accountants and other professionals

Jul 30, 2021 | 10:00 AM EDT View Details

talking through our differences – generational diversities impact on leadership and engagement


Jul 30, 2021 | 10:00 AM EDT View Details

foreign asset reporting rules


Jul 30, 2021 | 10:00 AM EDT View Details

taming the e-mail beast: key strategies for managing your e-mail overload

Jul 30, 2021 | 10:00 AM EDT View Details

new form 941, form 7200, erc, tax credits under ffcra, & other payroll updates in covid-19


Jul 30, 2021 | 10:30 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 30, 2021 | 11:00 AM EDT View Details

employment law in a nutshell – guidance for your business


Jul 30, 2021 | 11:00 AM EDT View Details

internal controls for businesses


Jul 30, 2021 | 11:00 AM EDT View Details

crucial tax insights on real estate: like kind exchange, dispositions of real property


Jul 30, 2021 | 11:30 AM EDT View Details

retirement plan governance best practices: essential documents

Jul 30, 2021 | 11:30 AM EDT View Details

Additional Dates

Aug 25, 2021 | 02:00 PM EDT Register

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


    [no_of_record] => 128
    [average] => 4.4766




Speaker debunked my thinking of fixed and variable costs and has her own way to manage costs of retirees. She has a unique way of presenting the materials.


Even though I was listening for just my own benefit, I really enjoyed this one! I have heard of having separate bank accounts for budgeting. But having one for "Committed Expenses" verses a "Spendable Account" was a different way to think about it. I feel like this mentality shift could be very beneficial.




The instructor was dynamic, grate personality and very clear on all topics discussed.


None noted


Very good.