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4 Pillars to an Abundant Retirement

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • ChFC®
  • CSA
  • FSCP®
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFP (US)

Published: March, 2021

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

  • 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.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

291 Ratings

Excellent

135

Very Good

122

Average

30

Poor

3

Terrible

1

JABB

Julie A Branch Branch, AFSP

Dec 30th, 2021

I enjoy listening to this instructor!

SM

Sarah Manning, ACCT/BK, CPA (US)

Dec 30th, 2021

Great insight and examples

TK

Tyler Konarik, CPA (US)

Dec 28th, 2021

Great lesson learned a lot about retirement and how important it is

SG

Samantha Grange-cruz, AFSP

Dec 24th, 2021

Class was easy to sign up for, easy to access, and the certificates are always readily available afterwards.

AS

Amy Salentine, CPA (US)

Dec 13th, 2021

Disappointed with the technical issues that my-cpe is experiencing.