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Financial Planning for the Big Picture (ACFPBP17)

 
Date:Thursday, December 21, 2017
Time:11:00AM - 7:00 PM
(Registration at 10:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:1.0 Behavioral
7.0 Technical Business
Instructor: Michael McGowan
Vendor:ACPEN
Course Level:Intermediate
Early Bird Price:$195.00 FICPA Members, $245.00 Non-Members

Description:

This workshop includes:

Protection against disaster first.

Then overview of historical financial/retirement planning.  

Calculating your personal retirement need.

Risks and rewards of investing in securities post-2008. 

REITS, annuities, precious metals and other investment possibilities. 

Some focus will be placed upon non-financial areas connected to everyone's successful retirement - e.g, philanthropy, and activities.



Objectives:

  • To protect assets in case of another "financial deleveraging event"

  • To help professionals invest for a successful retirement



    Major Topics:

  • A four box model of the Big Picture of financial/retirement planning, including misconceptions about financial/retirement planning, and a brief retirement plan calculation with references.

  • Physical issues including health concerns, and a health bibliography.

  • The legal world of 401ks, the Pension Protection Act, and the new DOL rules for fiduciaries.

  • Investing in securities, including symptoms of Bull and Bear markets, investing for income, Daniel Amerman's "Flaws in Conventional Financial Planning," Closed end mutual funds and ETFs. 

  • Real Estate overview including REIT investing.

  • Annuities - risks and rewards for a portfolio.

  • Dollar creation by the FED, and risks to the Dollar today.

  • Future problems & issues as seen by Jim Willie

  • The compelling need for gold and silver in a portfolio today.  Analyzing and investing in gold and silver coins, as well as mining companies.

  • Elder issues involving philanthropy and death planning.

  • Conclusion and retirement bibliography



    Who Should Attend:
    Legal and accounting and banking professionals who are advising clients about retirement investing, or involved in managing their firm's assets.

    Prerequisite:
    None

    Advanced Preparation:
    None

    Session/Options

    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.