, Retirement Resource Management
Steve is an alumnus of Appalachian State University in 1986. He has been a CERTIFIED FINANCIAL PLANNER TM since 2005. In his career he has set up pension plans for non-profits, managed his own RIA, traveled the country to train advisors on optimizing Social Security benefits, educated both advisors and clients on tax implications of retirement plans, been an advocate for Long -Term Care planning, and most recently focused on his company Retirement Resource Management with a goal of helping people get the most out of the assets they have for retirement.
Steve has been quoted in several national publications like US News and World reports, Fox Business News and Money Magazine. Steve is also featured on WHHI TV regularly as a guest. He helps educate people on 4 area of retirement planning (Social Security, Taxes, Income and Long Term Care.)
Steve loves to teach and help others avoid the traps that frequently impact retirees.
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Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
460 Ratings
JS
Aug 24th, 2022
The speaker moved at a good pace and presented relevant information in a clear, concise, easy to understand manner. I thoroughly enjoyed the presentation, and I couldn't believe how quickly the time had passed. I would highly recommend this speaker and this offering. Thank you!
PRL
Jun 17th, 2022
This was a very interesting subject. I learned a lot of information it was very education. I was looking for some answers, and with this webinar they were answered. Mr. Gaito is an excellent teacher, and I would love to take many more of his classes.
RT
Aug 24th, 2022
Absolutely loved how the instructor stayed on point, was informative, interesting, and punctual! Great diction as well. I'd attend more webinars with this instructor. Great job!
FR
Jun 17th, 2022
This webinar provided excellent examples for CPA's to use in their practice when discussing social security benefits with their clients.
RS
Nov 29th, 2022
This was the best Social Security overview I've taken. Great summary, good examples. Exactly what I was looking for.
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