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

4 Pillars to an Abundant Retirement

4.4 (59)

Daven Sharma

Abundance Advise

  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA

Published: March, 2021

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00402-21-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0403)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00402-21-S)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00402-21-S)

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290801)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

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
  • 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

Testimonial

4.4

(59)
46%
49%
3%
0%
2%

AA

The instructor is simply fantastic!

AC

While I don't work with personal finance for my daily work, this information is very helpful for my personal needs and planning.

RM

I had never heard of Mr. Sharma but there is some very good information in this presentation. AND, it was presented in a very good manner. Informative and easy to understand!

LC

fd

KM

There were a lot of technical issues.