Financial Independence: Rethinking Retirement
If you have clients considering life 2.0, you'll want to join this webcast to learn how best to counsel clients who are rethinking retirement.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
Jean-Luc Bourdon, Sue Stevens
Availability
3 months
Product Number
WC3178826
Traditional retirement or no?
Many people still choose to have a traditional retirement. Many others choose financial independence to better suit what they want from life at that time. Whether that happens in their mid-life or later in life, the conversations with your clients will be rich in design and complexity.
Join two experienced financial planners as they share insights about how to counsel clients who are contemplating life 2.0.
Key Topics
- Financial independence
- Retirement planning
- Cash flow planning
- Charitable planning
- Estate planning
- Life planning
Learning Outcomes
- Recognize how retirement has evolved and how to practically plan
- Determine what tools can help clients think about their overall financial life including goals, interests, estate strategies, cash flow management and other relevant factors
- Identify practical considerations for taping retirement plans, taxable accounts and other types of assets
- Determine what can go wrong and how we can help manage those situations
- Identify the family members who are on the journey with your clients
- Recognize how the spirit of giving enters the equation
Who Will Benefit
- CPAs
- Accountants and finance professionals
- Personal financial planners
- Tax professionals
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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