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22WC-1043: Retirement Advising: Accumulation and Decumulation Strategies (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Wednesday, December 28, 2022
Time 10:00am - 5:30pm
Central Time
Location Online
CPE credits CPE 8.0
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Fees
Standard Member Fee $289.00
Standard Nonmember Fee $389.00

Description

This course offers an in-depth look at retirement needs models, their flaws, and ways to overcome associated drawbacks. You'll review holistic retirement planning while reviewing threats to a successful retirement. You'll also hear about recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act. In addition, the instructor will: Address key questions to plan a comfortable retirement. Discuss strategies to draw down retirement assets over an extended period. Review leading retirement accumulation and decumulation approaches, and how to incorporate them into an effective distribution plan that mirrors client goals.

Who should take this program?

CPAs, financial advisers, attorneys and insurance professionals.

Major subjects

  • The downside of traditional retirement asset accumulation strategies.
  • Threats to a successful retirement.
  • Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles.
  • Matching investment assets with the appropriate retirement plan and distribution strategy.
  • Review the provisions of the SECURE Act and how they will impact retirement planning.

Learning objective(s)

  • Determine how to make retirement planning an area of expertise in your practice.
  • Identify traditional retirement planning assumptions, methods, and techniques.
  • Identify how recent legislative changes and research findings are changing the pre- and post-retirement advice offered to clients.
  • Recognize withdrawal techniques that can help extend the distribution period.
  • Determine how to integrate a retirement plan distribution strategy with a Social Security claiming strategy.

Notes:

Course code Code 22WC-1043
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Basic
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.

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