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Thursday, December 9, 2021 Live Webcast

Securing a Comfortable Retirement in the Age of Spending (E2112201)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

8.0 CPE Credits in TX

OVERVIEW

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

DESIGNED FOR

CPAs looking to advise clients on retirement planning and CPAs looking for effective strategies for their own retirement.

BENEFITS

  • Help clients determine how much retirement income is necessary for the desired retirement lifestyle
  • Identify resources available for retirement
  • Understand how to build the three-legged retirement stool: employer retirement, savings and Social Security
  • Develop Plan B when the ideal retirement goal is not achievable
  • Explain ways that clients can convert the equity in a home to retirement income and how the value of a small business can be converted to retirement income
  • Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples
  • Understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security
  • Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings and bonds in retirement planning
  • Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles

HIGHLIGHTS

  • Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client
  • Using the residence and other real estate as retirement assets through equity and rent
  • Using a small business as a retirement resource through creative retirement plans
  • Asset allocation, portfolio management, portfolio rebalancing and investment selection concepts, before and after retirement
  • Developing a three-legged retirement stool of employer retirement, savings and Social Security
  • Distribution/asset liquidation planning
  • Analysis of the most current/important research on retirement planning and sustaining retirement income levels

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of retirement planning.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP Credit.

INSTRUCTOR

Don Cochran

Don Paul Cochran, CPA, J.D., CFP, CRC

Don Paul Cochran, J.D., CPA Don has practiced law in both Iowa and Minnesota for 40 years. He is currently in solo practice of law in Apple Valley, Minnesota, focusing on tax, estate planning, and small business organization and management. He was a CPA with the Small and Emerging Business practice of then-Big 8 accounting firm, Touche Ross, in Bloomington, Minnesota, and has served as the Vice President of Tax and CFO with various privately and publicly held companies. He also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company’s Annuity and Mutual Fund division, providing advanced planning support for financial advisors on topics of financial and estate planning for small to medium-size businesses and wealthy individuals.

Don is actively involved in continuing education and other seminars for financial professionals and accountants, on topics related to tax issues for individuals and small businesses; current financial planning and asset transfer; and preparing for and living through retirement. Don is much sought after as a presenter of CPE for seminars sponsored by state societies of CPAs, CPA firms, and other providers of continuing education for financial professionals, and is a featured speaker at several national tax conferences.

Don earned a Bachelor of Science in General Science from the University of Iowa, Iowa City, Iowa, and graduated from the University of Iowa College of Law with his Juris Doctorate. In addition to being a licensed attorney in Minnesota and Iowa, he maintains his license as a Certified Public Accountant. He also attained the designation of Certified Financial Planner® and Certified Retirement Consultant.®

PRICING

$289.00 - Member

$439.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 9 at 9:00 AM.

ADDITIONAL OPTIONS

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Print a registration form

COURSE DEVELOPER

Surgent

Qualifies For

  • CFP