Calculating the Retirement Need (C74566)

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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):

05/06/2026

Registration Open:

12:00 AM - 1:00 PM

Time:

1:00 PM - 2:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Finance (1.00)

Level of Knowledge:

Intermediate

Price:

Member: $55.00
Nonmember: $75.00

Individual Discounts:

Not Available

Overview

After attending this presentation, you will be able to...

  • Identify key questions to be clarified with the client when quantifying retirement needs.
  • Recall the implications of safe withdrawal rate research.
  • Recognize the quantitative inputs and mathematical approaches to figuring out how to save for :retirement.

Highlights

The major topics that will be covered in this course include:

  • Overview of retirement expenses and needs
  • Overview of risk tolerance, time value of money and retirement planning factors
  • Examples of client retirement situations

Speaker(s)

Prerequisites

Basic understanding of time value of money concepts and retirement issues faced by clients.