Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 3

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Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 3 - Retirement Income Planning

Reviewed

January, 2024

Drew Stevens

Learning Objectives

To discuss four essential retirement planning pillars.
To explain three guaranteed income sources: social security, employer pension, and annuities.
To analyze how to increase your SSA benefits.
To identify the cause of Early Impoverishment in Retirement

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.

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

We're living longer than previous generations. That's a LONG time for your savings to have to last. Most people underestimate how much income they are going to need in retirement.

It is never too early or too late to start retirement planning. Retirement planning refers to financial strategies of saving, investing, and ultimately distributing money meant to sustain oneself during retirement.

We need to understand income and what expenses we will have in retirement and we need to anticipate how long we are going to need that money. 40% of Americans run the risk of running out of money in retirement, that is why the Federal Government recently made changes so you do not.

This CPE Finance webinar will answer the following questions:

How to Have a Guaranteed Income in Retirement, even if you run out of money?
Why a “Rainy Day” Fund is Important?
How to Maintain Your Standard of Living in Retirement?
How to Minimize the #1 Risk of Premature Impoverishment in Retirement?

If you seek methods to optimize your income, live a long and prosperous life, and want more liquidity, then this course is tailor-made for you.

Overview

What is the most common physical ailment baby boomers suffer today?

8 mins
So how do I survive retirement?

17 mins
8 Essential planning pillars

31 mins
Increasing your SSA benefits

50 mins
Mitigating LTC risks

64 mins
4 essential planning pillars

73 mins

Webinar Qualifies For

1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1.5 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321360)
1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1.5 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
1.5 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE016)
1.5 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE016)
1.5 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1.5 PL Credit of Retirement Planning for CIPM
1.5 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE016)
1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1.5 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1.5 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

1.5 Hours

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

Steve Gentry, CPA (US)

Course was easy to follow and provided good insight on key tasks to perform in preparing for retirement.

Denise Kovatch, CPA (US)

Good Course on retirement planning and good points on when to take social security.

Cynthia Anderson, CPA (US)

Good examples

Shere Rucker, CPA (US)

Good course. Helpful and informative.

Rhonda Kowald, CPA (US)

Great class!

Course Preview

1.5 Credits

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Subject Area

Finance

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Retirement University – Workshops for Education, Confidence and Action In Retirement - Workshop 3 - Retirement Income Planning

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1.5 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Steve Gentry, CPA (US)

Denise Kovatch, CPA (US)

Cynthia Anderson, CPA (US)

Shere Rucker, CPA (US)

Rhonda Kowald, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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