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22WX-0607: Retirement Planning: Next Stage for You or Your Client (Webinar)

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

Thursday, May 26, 2022
12:00pm - 2:00pm Central Time
2 CPE (2 technical)

Alternate dates & more options

  • Thursday, April 18, 2024 - Webinar

If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more.

This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when?

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about
  • It's About Time -- Discovering a new sense of purpose
  • Money Matters -- Assessing your financial conditions
  • Relationships Matter Too -- Addressing needed or potential changes in your relationships
  • Healthy Habits -- Examining new or renewed ways to stay healthy
  • Who I Am -- Creating a new identity, and answering "So what do you do?"
  • My Master Plan -- Figuring out what to do next

Learning objective(s)

  • Recognize a healthy and holistic understanding of this new stage of life.
  • Recognize new sense of direction and purpose for your life.
  • Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
  • Recognize a new way to describe yourself and your identity.
  • Develop a Master Plan for being successful in this new stage of your life.
  • Recall a few key ideas that you can do now which will prepare yourself for this stage later.

Who should take this program?

A professional considering, planning or engaged in retirement for oneself or for one's clients

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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