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Longevity (Retirement) Planning - Altering, Adjusting, Adapting


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
   4.4
Category:
Partner Produced |  Practice Management
Faculty:
Leon LaBrecque
Course Levels:
Overview
Duration:
1 Hour
License:
Access for 30 day(s) after program date.


Description

Longevity (Retirement) Planning – Altering, Adjusting, Adapting

Many CPAs (and their clients) have the same lucky problem; they’re living longer. This requires a reassessment of the traditional retirement planning model as everyone asks when to retire and how do finances, health care costs, living arrangements, new technologies

and succession need to be considered in a longevity plan? Reach yours or a client’s goal, bring your questions and rethink the long road.

Leon LaBrecque, CPA, JD, CFP®, CFA – Chief Growth Officer, Sequoia Financial

Group, Troy

 

 

Basic Course Information

Learning Objectives
Major Subjects

Course Materials

Dates

Fri, Apr 24, 2020 - 09:00a to 10:00a CDT
Thu, Apr 30, 2020 - 12:00p to 01:00p CDT
Mon, May 04, 2020 - 12:00p to 01:00p CDT
Wed, May 27, 2020 - 11:00a to 12:00p CDT
Wed, May 27, 2020 - 12:00p to 01:00p CDT
Fri, Jun 12, 2020 - 10:00a to 11:00a CDT
Mon, Jun 22, 2020 - 09:00a to 10:00a CDT
Tue, Jun 23, 2020 - 12:00p to 01:00p CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For
Yellow Book No
Course Developer MICPA
Original Recording Date 08/14-15/2019
Date Added to Catalog 09/13/2019

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

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Overall:      4.4

Total Reviews: 24

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