Using Pension Plans to Attract and Retain Employees – USA and Canada 1.5 Credits 1.5 Credits
Learning mode
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.Â
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.
Key topics covered in this CPA retirement planning webinar:
Recommended for:Â
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00449-21-O) | 1.5 CE | Approved |
| Taxes for Annual Filing Season Program (AFSP) | 1.5 CE | Approved |
| CPA in Canada | 1.5 CPD | Eligible |
| Business Acumen for SHRM Professionals (Approval No. 21-4PQEV) | 1.5 PDC | Approved |
| Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00450) | 1.5 CE | Approved |
| Taxes for Tax Professionals (Approval No. GEHNZ-T-00449-21-O) | 1.5 CE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00449-21-O) | 1.5 CE | Approved |
| Taxes for Annual Filing Season Program (AFSP) | 1.5 CE | Approved |
| CPA in Canada | 1.5 CPD | Eligible |
| Business Acumen for SHRM Professionals (Approval No. 21-4PQEV) | 1.5 PDC | Approved |
| Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00450) | 1.5 CE | Approved |
| Taxes for Tax Professionals (Approval No. GEHNZ-T-00449-21-O) | 1.5 CE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
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.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AH
Poll questions were ahead of the course material
CL
Very informative and educational for me.
-1687862709.webp "Healthcare in Retirement - Retirement University Workshop 1")
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