Securing a Comfortable Retirement in the Age of Spending
Online
8.00 Credits
Member Price $274.00
Price will increase by $35 after 5/23
Non-Member Price $399.00
Price will increase by $35 after 5/23
Overview
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Objectives
Highlights
Designed For
CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement
Prerequisites
Basic knowledge of retirement planning
Preparation
None
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies
Leader(s):
Leader Bios
Kevin Miller, Surgent McCoy CPE, LLC
Kevin is a graduate of Western Michigan University in Kalamazoo, Michigan, where he studied Accounting and Finance. Kevin joined TruNorth Capital in 2019 with approximately 15 years of industry experience. He is a licensed Certified Public Accountant (CPA) in the state of Michigan. He carries the Certified Financial Planner™ designation (CFP®). Professionals carrying the CFP® designation have completed extensive training and experience requirements and are held to rigorous ethical standards. Kevin also carries the Certified Private Wealth Advisor® designation, which expands on the complexities many families face when creating their financial goals.
Non-Member Price $399.00
Member Price $274.00