7 Reasons to Not Fear Retirement Planning

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7 Reasons to Not Fear Retirement Planning

Reviewed

January, 2024

Drew Stevens

Learning Objectives

To discuss seven reasons why individuals fear retirement planning.
To analyze how to create and implement a strategic plan that immediately creates liquidity and legacy.
To inspect the tools and resources needed to retire how you desire when you desire.
To analyze what is in the mind of the client and how you can help them make an easier decision.

Course Description

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 risks. 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. There have been significant changes to retirement plans that need to be understood and applied to your client's tax and retirement planning.

Key topics covered in this course:

Sources of Retirement Anxiety
Retirement Planning
Retirement Myths
Retirement Concerns
Methods to Prepare for Retirement
Best Tools for Retirement

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.

Overview

Why talk about this topic now?

7 mins
Retirement planning

13 mins
Where to begin?

24 mins
I may run out of Money

39 mins
Know your option?

47 mins

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Retirement Planning for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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.

Ratings and Review

4.5

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Terrible

Tony Hoong, CPA (US)

easy and simple

Hao Li, CPA (US)

I have learned a lot from this course and got more confidence about my retirement plan

Perry Weyser, CFP® (US), CPA (US)

Examples of more sophisticated or tax sensitive retirement planning would have been helpful.

1 Credit

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Subject Area

Finance

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7 Reasons to Not Fear Retirement Planning

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Tony Hoong, CPA (US)

Hao Li, CPA (US)

Perry Weyser, CFP® (US), CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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