Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement 1 Credit
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Deciding on the right mix of investments in your portfolio is about balancing market risk, interest rate risk, and inflation risk. But there’s one big retirement risk that might be flying under your radar: longevity. The fact that you may live a lot longer than you think is a major source of retirement uncertainty.
In this CPE Course, we will explore innovative strategies that will revolutionize your approach to retirement planning. It will guide you through a comprehensive examination of longevity planning, providing insights that go beyond traditional methods. Discover the keys to a secure and prosperous post-career life, equipping yourself with the knowledge and tools essential for navigating the evolving landscape of retirement with confidence.
This webinar is not just about financial planning; it's a holistic exploration of the factors influencing longevity and how you can proactively design a fulfilling post-career life. Whether you're just starting your retirement journey or looking to optimize your existing plans, this webinar is tailored to empower you with the insights needed to make informed decisions for a prosperous future.
Key topics covered:
Don't miss this opportunity and join this CPE Finance webinar to unlock the secrets of financial wellness and longevity planning.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332300) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
Credit
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Pre-requisites
Advance Preparation
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Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy.
A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand:
Who Drew Really Is
Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives.
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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.
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.
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.
EM
Very good discussion of the many items to consider when planning for retirement such as inflation, life expectancy, and long term care.
GY
Excellent course. Instructor did a wonderful job highlighting the considerations required for a healthy and happy retirement.
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