Retirement Advising: Accumulation and Decumulation Strategies Webcast | 4202921A

Course Details

Date

Friday, June 19, 2020

5:30am – 1:00pm
(Registration: 5:00am)

Field of Study

Specialized Knowledge

Course Number

4202921A

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Basic

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description




An in-depth look at retirement needs models, their flaws, and ways to overcome associated drawbacks. Review holistic retirement planning while reviewing threats to a successful retirement. Review recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act.
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.

Highlights





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.


Objectives





Determine how to make retirement planning an area of expertise in your practice.
Discuss planning opportunities created by the SECURE Act.
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.

Designed For




CPAs, financial advisers, attorneys and insurance professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$295.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$400.00
Your Price $400.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

View All Webcasts