401(k) Power Moves: Maximize Your Retirement Potential

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401(k) Power Moves: Maximize Your Retirement Potential

CPA (US)

CPA/PFS

CFIRS

CWS

Published : December, 2023

Free (Only Today)

0.2 Credit

Subject Area

Finance

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Before starting this self study program, please go through the instructional document.

Course Description
Course Qualification
Presenter
FAQ

Course Description

Explore essential strategies to manage your 401(k) and secure your financial future in a concise course guided by Drew Stevens. Gain invaluable insights into how market trends and global factors shape retirement plans. Dive into age-specific considerations, grasp the upcoming tax law changes, and uncover the benefits of Roth conversions and maximizing contributions. Understand the importance of regular portfolio assessments and seek expert counsel for making informed financial decisions.
Embark on a comprehensive exploration of effective 401(k) management and ensuring long-term financial security. Unveil critical insights into market dynamics and global events that impact retirement planning. Delve into strategies tailored to different age groups, comprehend the imminent tax law adjustments, and explore the advantages of Roth conversions and maximizing contributions. Embrace the significance of routine portfolio evaluations and seek expert guidance to confidently navigate your retirement journey.
Join this invaluable course designed to strengthen your approach to retirement planning. At this time, Nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts Nano-learning, you can ask your state board or visit the NASBA registry.

Learning Objectives

To discuss the implications of global events and market trends on 401(k) management.
To analyze the effective strategies for maximizing contributions and conducting Roth conversions for retirement planning.

Course Qualification

Webinar Qualifies For

0.2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
0.2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
0.2 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
0.2 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
0.2 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)

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Additional details

Course Level :

Basic
Credits :

0.2
Instructional Method :

Nano Learning
Pre-requisites :

None
Advance Preparation :

None

NASBA APPROVED

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.

Presenter

About Presenter

Drew Stevens

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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