Learn retirement planning tips to sustain wealth, hear an explanation and comparison of plans and more. Then get advice on managing your clients' personal wealth and financial planning best practices. Learn tips for reducing income tax liability, accumulating capital, managing property and investments, funding education and more. Don't miss this informative session!
BENEFITS
Earn 4 CPE credits in CS.
HIGHLIGHTS
Retirement Planning
In this session, we will discuss:
- How to convert a business deduction into a lifetime of retirement income
- Explanations and comparisons of SEP IRAs, SIMPLE IRA, and traditional 401k plans
- Benefits of implementing a Profit Sharing Plan
- Retirement planning's best kept secret - Cash Balance Plan
The Benefits of Personal Financial Planning
In this session, we will discuss:
- The art of Interviewing the client to understand their personal finances
- How to develop a Personal Financial Plan
- Reviewing their Statement of Net Worth, Income & Expenses
- Projecting their Cash Flow from now until the end of the retirement period
- Building in Strategies to potentially enhance your chances for a successful retirement
- How to select Investments & Life Insurance Products that fit into the Financial Plan
SPONSORED BY
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee will be applied after 10/18. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.
Help Feed Those in Need- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.