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Cash Flow-Based Retirement Planning

  • CPA (CA)
  • CFP
  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
  • CSA
  • CFP (CA)
Cash Flow-Based Retirement Planning

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 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit for Certified Senior Advisor (CSA)

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

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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
  • Bank Managers
  • Certified Financial Planner
  • Certified Senior Advisor
  • Compliance Officers
  • Estate Planners
  • Finance Pros
  • Financial Planner
  • Innovation Manager/Director
  • Licensed Financial Advisor
  • Personal Financial Specialist
  • Private Wealth Advisor
  • Qualified Associate Financial Planner
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Wealth Management Advisor
  • Wealth Planner

Testimonial

4.5

(364)
55%
38%
6%
1%
0%

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

CP

Well done webinar with no technical difficulties