Retire Right: Mastering the Art of Holistic Financial Planning

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Retire Right: Mastering the Art of Holistic Financial Planning

Published

March, 2024

Drew Stevens

Learning Objectives

To discuss the key components of a well-rounded retirement plan.
To review the strategies for maximizing Social Security benefits.
To explore the foundations of understanding and integrating Medicare.
To identify essential elements of effective estate planning.

Course Description

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Explore the foundational elements of retirement planning in this engaging webinar, where we uncover comprehensive strategies for achieving financial success in your retirement years. From optimizing Social Security benefits to navigating the intricate details of Medicare and developing a robust estate plan, this session serves as a roadmap to help you secure a fulfilling and financially stable retirement.

In this CPE Finance webinar learn the ins and outs of maximizing your Social Security benefits, gaining insights into strategies that can significantly impact your overall retirement income. We'll guide you through the complexities of Medicare, ensuring that you understand how to efficiently and affordably meet your healthcare needs. Moreover, delves into the crucial aspects of estate planning, empowering you to establish a strong foundation for asset transfer, minimize tax implications, and safeguard your legacy.

Major Topics Covered:

Why is Financial Planning Important?
Building a solid foundation - Budgeting and debt management
Saving and investing for retirement growth
Tax planning for retirement efficiency
Healthcare planning for retirement security

Join us for this informative webinar, designed to provide U.S. audiences with practical knowledge and tools that help make informed decisions aligned with their financial goals. Navigate the essential steps of retirement planning with us and gain valuable insights that contribute to a financially secure and enjoyable retirement journey.

Overview

What is financial planning

6 mins
Setting the stage for your retirement journey

11 mins
Social security statement

23 mins
Estate planning for your legacy

35 mins
Long term care planning

45 mins
Passive Income

52 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 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 323813)
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 Financial Planning for Chartered Life Underwriter (CLU)
1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1 PL Credit of Retirement Planning for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

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

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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

4.7

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Michael Magee, CPA (US)

Love listening to Drew. While the course is a bit rudimentary for most tax professionals, it is a great course to take to poke many into financial planning and a great checklist of items to consider.

Janet Stelly, CPA (US)

Great information to make a financial retirement plan.

Kristina Odom, CPA (US), CRISC

Great course

Tom Tran, CPA (US), Tax Professional

A bit dry on the lecture side, but felt it was valuable information to start financial planning at an age where I'm able to still make money moves, rather than waiting until later in life.