4 Pillars to an Abundant Retirement

4.4 (143)

Daven Sharma

Abundance Advise

  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • TEP
  • CTEC
  • CSA

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

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

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

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

(143)
55%
35%
9%
1%
1%

MS

Great webinar.

TS

ok

BS

Great learning experience to get CPE

CM

I found this to be very helpful personally. I'm glad I attended.

CH

good

SL

This was just an excellent seminar with a lot of good information with actionable recommendations. Thanks so much!