1.5 CPE credit of Finance for all CPAs
1.5 PDC credit for SHRM Certified Professionals (Approval No. 21-4PQEV)
1.5 RCH credit for HRCI Certified Professionals (Approval No. 555332)
1.5 CPD credit (Verifiable) for Canadian CPAs
1.5 PL credit for Chartered Financial Analyst (CFAs)
1.5 CPD credit (Verifiable) for CPA/PFS
1.5 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 296175)
1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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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
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.
Contributing Editor, 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.
Benefits and Pensions Monitor magazine was created in 1991 to serve Canada's Plan Sponsors in the areas of pension fund investment and employee benefits management. Our editorial content as well as market coverage are key to our magazine's success. MONITOR is closely involved with industry associations and industry experts to help us craft the magazine as a continuing source of industry information. The primary focus for the circulation development of Benefits and Pensions Monitor is the 100+ employee level, which many industry professionals consider as Canada's Primary Market for employee benefit plans and pension fund investment. With over 90% of MONITOR's circulation directed to this area, Companies are able to target thier promotional efforts where they can achieve the most success in building their business.