Retirement Planning: Next Stage for You or Your Client (C61913)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

04/18/2024

Registration Open:

12:00 AM - 1:30 PM

Time:

1:30 PM - 3:30 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Specialized Knowledge (2.00)

Level of Knowledge:

Basic

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

After attending this program you will be able to...

  • 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.

Highlights

The major topics covered in this class include:

  • 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

Speaker(s)

Prerequisites

None