You can equip yourself with the knowledge and skills to excel in the dynamic world of retirement planning.
Empowering Your Clients: Setting Realistic Retirement Goals
Learning to counsel clients on practical and realistic retirement and financial independence goals will empower them to build a secure financial future. Topics you will explore include:
- Identifying clients' unique financial goals
- Designing tailored strategies
- Crafting personalized recommendations for their aspirations
Navigating Retirement Plan Regulations and Laws
You can ensure compliance and protection for plan participants by understanding key rules and laws governing retirement plans. You will learn about:
- The game-changing SECURE Act
- ERISA and the Internal Revenue Code (IRC)
- Strategies that protect clients from unintended tax consequences
Who Will Benefit
- Financial Planners
- CPAs
- Tax professionals
Key Topics
- Personalized financial strategies
- Realistic expectations and goals for financial
independence
- The regulatory and legislative environment surrounding
retirement plans
- How ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants
Learning Outcomes
- Determine the standards that apply to AICPA members
performing personal financial planning engagements.
- Identify the elements that comprise the financial
independence process.
- Calculate the annual spending goal for financial
independence.
- Differentiate among the various types of personal financial planning engagements for financial independence.