Abundant Retirement CPE Course with Latest Updates 2021 | CPE Webinar

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Course Description
Course Qualification
Presenter
Faq

Course Description

Overview

What is Abundance?

1 mins
The Retirement Investment Plan

8 mins
Sequence of returns

25 mins
Social Security Planning

28 mins
Key Planning strategies

38 mins

Course Description

So… what is standing in the way of you being able to RETIRE ABUNDANTLY? NOW is the time to remove the obstacles and protect yourself from the dangers, because it’s not a pipe dream. It can be your reality.

The course teaches participants to help their clients with the Retirement Planning Process. The 4 Pillars refer to key elements required to plan for a safe and comfortable Retirement. The course outlines the basic elements which must be taken into consideration to prepare for Retirement.

Key topics:

Cash Flow Planning
Investment Planning
Risk Management
Tax Planning

Recommended for:

This online CPE webinar is recommended for any Professional or Planner who work with clients on retirement or financial planning

Learning Objectives

To outline what one must do to secure their Retirement!
To identify the Retirement Myths
To design a simple Retirement Plan
To discuss how to avoid running out of Money before running out of Life
To discuss about Managing Risks in Retirement

Who Should Attend?

Bookkeepers & Accountants & Tax Preparers
Certified Financial Planner
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Enrolled Agent
Tax Accountant (Industry)
Tax Attorney
Tax Director (Industry)
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros
Young CPA

Course Qualification

Webinar Qualifies For

1 CE Credit for Certified Financial Planner (US) (Approval No. 290801)
1 CE Credit for Wealth Management Certified Professional (WMCP)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit for Tax Professionals (Approval No. GEHNZ-T-00402-21-S)
1 CPD Credit for Personal Financial Specialist (PFS)
1 CE Credit for Retirement Income Certified Professional (RICP)
1 CE Credit for Financial Services Certified Professional (FSCP®)
1 CE Credit for Annual Filing Season Program (AFSP)
1 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0403)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit for Certified Senior Advisor (CSA)
1 CE Credit for Chartered Advisor in Senior Living (CASL)
1 CE Credit for Chartered Financial Consultant (ChFC®)
1 CE Credit for Chartered Special Needs Consultant (ChSNC)
1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00402-21-S)

Presenter

About Presenter

Daven Sharma

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.

About Company

Abundance Advise

www.abundanceadvisers.com/

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.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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