Top 4 mistakes of Retirement Planning

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Top 4 mistakes of Retirement Planning

Reviewed

January, 2024

Drew Stevens

Learning Objectives

To explain 4 roadblocks to retirement and how to avoid them.
To discuss why it is important to have a retirement plan to outlive your income.
To identify different sources of income in retirement planning.
To analyze the importance of healthcare 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.

If you were planning a trip, you would use a GPS or map to get to your destination safely, wouldn't you?

Far too many people venture onto Retirement Highway without checking their GPS to see where there might be a roadblock impeding their progress – and they find themselves stuck with many obstacles unclear where to go and how to arrive safely.

There are a lot of competing demands on your time, and your money, while you’re working. Understand you can only spend what you save in retirement, so this has got to be a priority. You don’t want to get distracted, and you want to avoid overspending.

This CPE Finance webinar will point out the roadblocks to retirement and answer the following questions:

Are you saving enough?
Are you investing too aggressively or too conservatively?
Are you even serious about saving?
Are there other important things you should be doing to prepare for a smooth transition to retirement?

There are four important planning steps every person planning to retire at some point in their life should pay attention to. These four roadblocks can halt your progress, or force an unplanned detour, that cost you time and money.

Join this CPE webinar by Drew Stevens, it will give you the education, confidence, and action steps needed to get to your retirement destination.

Overview

Four important planning steps

14 mins
Social security - History

21 mins
Social security - Expectations

35 mins
Optimization strategies

49 mins
Market volatility

59 mins
Longevity and Income

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. 321355)
1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1.5 CPD Credit of Retirement and Financial Independence 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 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
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 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

4.3

Excellent

Very Good

Average

Poor

Terrible

Frances Donovan, CPA (US)

One of the best myCPE courses I've taken; material was up-to-date and presented with real-life examples. I would definitely take another class offered by this instructor, Drew Stevens.

James Frye, CFP® (US)

Very good and practical presentation and learning module

Christina Urban, CPA (US)

Great speaker that gives real life examples

Cynthia Anderson, CPA (US)

another great presentation by Drew

Morris Wilder, CPA (US), CPA/PFS, QB Pro Advisor

Good instructor

1.5 Credits

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Finance

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Top 4 mistakes of Retirement Planning

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1.5 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Frances Donovan, CPA (US)

James Frye, CFP® (US)

Christina Urban, CPA (US)

Cynthia Anderson, CPA (US)

Morris Wilder, CPA (US), CPA/PFS, QB Pro Advisor

Subject Area

Unlimited Access Plan

Inclusions

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