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Trusted by 250,000+ Professionals
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 course is valid up to February 5th, 2025 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.
This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Part of planning for retirement is to determine what you want to do during retirement. A good chunk of time is spent on saving, investing, and coming up with a budget to suit your retirement needs. Far too often, retirees will face challenges and now they will put their dream retirement on hold while just spending their retirement based on their budget.
In this CPE Finance webinar, we will look at what you need to consider when you are coming up with your retirement budget.
It is not as simple as just doing 10%, 20%, or 30% of your income now so you will have enough money when you retire. The rest of the time you spent on hoping and praying that you will get a good return on your investment so that you retire financially independent.
Let’s take retirement income sources and resources into consideration so that you are not faced with challenges and finding you are just a bit short and so that you have cut out your dream vacation and your dream car.
Note: Please take note that Linda Yao is a Canadian. She might be explaining a topic from real life by utilizing Canadian examples. However, the course is also acceptable for US titles. Below the course name, we have included the acceptable titles for continuing education.
, EXPERIOR FINANCIAL GROUP Inc.
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
163 Ratings
Excellent
56
Very Good
43
Average
47
Poor
12
Terrible
5
GR
Dec 18th, 2023
Very good.
RO
Dec 31st, 2022
na
MA
Dec 31st, 2022
This course should be more focused on calculation up to the end result.
JJ
Jan 12th, 2023
geared more toward Canada than US
TG
Jan 3rd, 2023
The course was solid. The Canadian examples were not applicable to me, but otherwise it was fine.
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