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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 online CPE webinar for CPAs will cut through the jargon to help you understand the current pension world as it exists in the United States and Canada. It also addresses the concerns that today’s employees have, such as the safety of the money in a company pension plan and the safety of government retirement systems.
Even though fewer than one-third of people in the U.S., and Canada have a pension from their place of work to many of your clients, retirement planning means only one thing: a monthly pension cheque from an employer for the rest of their life. Yet despite the importance that many people place on an employer-sponsored pension plan, this area of personal finance remains obscure to many people.
As a professional, you have an important role to play in helping your clients, both employers and employees, become more knowledgeable about this key component of retirement savings.
This online CPE webinar on retirement planning covers the following key topics:
Click here to access CPE courses on Trust, Estate, and Financial Planning
Consultant, Benefits and Pensions Monitor
Jim Helik is a contributing editor at Benefits and Pensions Monitor, a magazine for pension plans and institutional investors, a position he has held for over 25 years. Previously he was the first full-time editor of a quarterly, peer-reviewed journal covering financial and economic markets, and the associated demographics and public policy issues for institutional investors across North America. He was also the founding editor of International Derivatives magazine. He has written, edited, and delivered via distance education, test banks, instructor notes, case studies and other teaching materials for the Canadian Securities Institute on a full range of topics such as portfolio management, private equity, financial planning, derivatives, technical analysis and investment management techniques. He currently teaches at Yorkville University in Toronto, Canada.
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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.
50 Ratings
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29
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15
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5
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1
Terrible
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CL
Dec 17th, 2023
Very informative and educational for me.
HB
Dec 29th, 2022
Too many ums. No focus on attracting employees, just on what different plans are. Boring slides.
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