Your Plan to Retirement (So, you won’t run out of money)

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 CPD Credit for CPA in Canada
• 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 312066)
• 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 CE 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 Treasury Professional (CTP)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
• 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
• 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
• 1 CE Credit of Retirement Planning for Personal Financial Planner (PFP)
• 1 PL Credit of Retirement Planning for CIPM
• 1 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
• 1 CE Credit of Advanced retirement planning for Certified International Wealth Manager (CIWM)
• 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Linda Yao

, EXPERIOR FINANCIAL GROUP Inc.

Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.  

While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily. 

It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax. 

She is focused on helping them in building wealth for future generations to leave a sizable

legacy effortlessly by following a few simple steps.

Additional Information

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.