Published: July, 2022
Retirement scares the daylights out of most people. Some believe that death is creeping up upon them while others fear speaking with predatory selling professionals. Retirement and its planning should be a steadfast process of trust, relationship, and strategy not fear.
Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build strong planning to reach there. It includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved.
This CPE Finance webinar explains the advantages and disadvantages of retirement planning to help everyone and anyone seeking to retire soon.
However, retirement planning is a multi-step process and in most cases, it evolves over time. There have been significant changes to retirement plans that need to be understood and applied for your clients' tax and retirement planning.
In this CPE course, journey with Drew Stevens to understand what is in the mind of the client and how you can help them make an easier decision.
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.
CEO and Leadership Change Expert, Stevens Performance
Jul 10th, 2022
easy and simple