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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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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.
Social Security benefits are the most important source of U.S. retirement income. Sadly, less than 4% of Americans claim benefits at the earliest age possible, taking a significant reduction in benefits, and often paying more taxes as well.
Over time, however, trends in employer-provided pension offerings, societal changes, and Social Security program rule changes have altered the distribution of income by source among the aged population. Social Security will comprise 40-60% of a retired individual's guaranteed income in retirement. It often provides benefits to two lives, so making the right claiming decision can significantly impact the amount of money available to a surviving spouse.
Key topics covered in this course:
Join this CPE Finance webinar it will help you explain the importance of understanding when and how to take distributions at the right time so you can live in peace in retirement.
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.
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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: www.NASBARegistry.org.
55 Ratings
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16
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FG
Mar 8th, 2023
The instructor was intentional in asking for input concerning questions and to direct the discussion toward the most relevant topics for the attendees. Very engaging!
LL
Oct 9th, 2023
The instructor was fantastic. Concise, articulate and well informed. Thank you.
MS
Nov 29th, 2023
Helpful course
SA
Mar 8th, 2023
The instructor was extremely knowledgeable.
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