The Retirement Planning Process
Available for 1 year after purchase date
**OnDemand**
1.5 Credits
Member Price $59.00
Non-Member Price $70.00
Overview
Financial planning expertise is elevated as you learn ways to empower your clients to establish and achieve practical, realistic retirement goals.
Highlights
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
Prerequisites
Mastery of basic Personal Financial Planning concepts and techniques
Designed For
Who Will Benefit
- Financial Planners
- CPAs
- Tax professionals
Objectives
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.
Non-Member Price $70.00
Member Price $59.00