Dealing With Danger: The Economy & Capital Markets are Laden With Threats

  • Accountant
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • ChFC
  • FSCP
  • MAFF
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • FPAC
  • CWS

Published: June, 2022

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.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Supply shortages are causing demand - Pull inflation
    4 mins
  • Printing money - Modern monetary theory
    11 mins
  • Regardless of who is right
    28 mins
  • A worrisome start for 2022
    53 mins
  • Options-based protection: Betting against the markets
    65 mins

Course Description

Despite Wall Street's efforts to gaslight investors into believing that markets are set for a glorious future, the reality is that bubbles have inflated beyond belief that will burst with awe and shock. 78 million baby boomers will be simultaneously and irreparably harmed because most are currently in the Risk Zone spanning the 5-10 years before and after retirement. Recovery will be slow and painful.

Pooled Employers Plans (PEPs) were born out of Congressional efforts to make employer-sponsored retirement plans available to more workers to help solve the retirement savings crisis.

The SECURE and CARES ACT, signed into law at the end of 2019, essentially created PEPs to address/solve a pair of longstanding issues that kept Multiple Employer Plans from achieving widespread adoption: the “one bad apple” rule and “common nexus” requirement.

A PEP allows business owners and employers to come together under a one-third party (the plan’s Pooled Plan Provider (PPP)) to offer a tax-advantaged retirement savings vehicle, all while delegating most of the day-to-day plan maintenance and fiduciary liabilities to the PPP.

There are approximately 50 PPPs from which to choose so it’s complicated, but the most important differentiator narrows the search considerably. The best PEP has the safest Qualified Default Investment Alternative (QDIA). A safe QDIA is not the most popular because the most popular QDIAs are risky. A PEP with a safe QDIA is an asset. A PEP with a risky QDIA could become a liability. 

In this CPE webinar, Speaker Ronald Surz will help you to deal with the dangers and threats of the economy & capital markets.

Learning Objectives

  • To analyze PEPs and PPPs.
  • To recognize the importance of the QDIA for employee morale and business viability.
  • To discuss the three QDIAs.
  • To distinguish between safe and risky QDIAs.
  • To analyze how to protect portfolio guard against inflation recession.
  • To discuss the investment of baby boomers.

Recommended For

  • This CE webinar is for CPA, CMA, PFS, MAFF, CVA, CBA/MCBA, CFE, CIPM, ABV, ChFC®, FSCP®, CASL, ChSNC, RICP, WMCP, business owners, financial planners, investment consultants, CEOs, CFOs and top management personnel who want to understand how to deal with dangers and threats of economy & capital markets.

Who Should Attend?

  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finanical Analyst
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 General Credit for Accountant/Bookeeper
  • 1.5 CPD Credit of Macro-economic and environmental analysis for Accredited in Business Valuation (ABV)
  • 1.5 CPE Credit of Enterprise risk management for Certified Management Accountants (CMA)
  • 1.5 CPE Credit of Economics for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit of Macro-economic and environmental analysis for Certified Valuation Analyst (CVA)
  • 1.5 CPE Credit of Economics for Chartered Financial Consultant (ChFC)
  • 1.5 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1.5 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 1.5 CPE Credit of Economics for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Economics for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Economics for Retirement Income Certified Professional (RICP)
  • 1.5 CPE Credit of Economics for Wealth Management Certified Professional (WMCP)
  • 1.5 PL Credit of Economics for Certificate In Investment Performance Measurement (CIPM)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1.5 PL Credit of Economics for Chartered Financial Analyst (CFA)
  • 1.5 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 CRE Credit of Economics for Certified Treasury Professional (CTP)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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:


About Presenter

Ronald Surz

President, Target Date Solutions

Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:

  • City of San Clemente Finance Committee
  • Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
  • Investment Management Consultants Association® (IMCA®) Board of Directors
  • IMCA® Monitor (newsletter) Editorial Board
  • IMCA® Standards of Practice Board Chair
  • Cainsoft Advisory Board
  • Advisory Board
  • Association for Investment Management & Research (AIMR) After-Tax Subcommittee
  • Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
  • Sortino Investment Advisors Advisory Board
  • Capital Market Consultants Advisory Board
  • President of the Southern California Chapter of IMCA®
  • Rockwater Hedge LLC Advisory Board

About Company

Target Date Solutions

The Baby Boomer Investing Show is live streaming on YouTube and LinkedIn every other Tuesday. Google it please


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 ( 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 :
  • 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 :
  • 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


6 Ratings



Very Good








We use cookies to make your experience on this website better