Web Events

PFP Boot Camp: Retirement and Elder Planning

Speakers: Tom Tillery
DeliveryType:  Video Webcast
    Select Date & Time:
  • $159.00-$199.00
    PFP Boot Camp: Retirement and Elder Planning 08:30 am - 12:30 pm ET Product #: WC1380354
    Add to Calendar 05/15/2017 08:30:00 05/15/2017 12:30:00 America/New_York AICPA Webcast: PFP Boot Camp: Retirement and Elder Planning
    Register at http://www.aicpastore.com/EmployeeBenefitPlans/PRD~PC-PFSE5/PC-PFSE5.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00

This webcast is a part of the Personal Financial Planning Boot Camp webcast series.

This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. The Elder, Special Needs and Chronic Illness Planning addresses the needs of elderly clients or clients who have special needs. Types of care, housing decisions, personal finances and healthcare choices are addressed.

Learning Objectives

  • Identify the retirement planning process
  • Differentiate modeling techniques relating to financial analyses
  • Select sound values for assumptions in financial needs analyses
  • Identify the concept of life expectancy and probability of living until certain ages for individuals and couples
  • Analyze available savings vehicles based on client goals and tax considerations
  • Analyze the need for housing and provide recommendations as to which type is indicated by facts and circumstances

Important Information on Your CPE Credit


PFP section members and PFS credential holders receive a 20% discount:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$199 $159

5 - 9

$179 $145

10 - 20

$169 $135

21 +

$159 $129

All group attendees must be sitting in the same room in order to obtain CPE credit.

Speaker Bio

Tom Tillery
Vice President, Financial Planning Advocate, LLC
Vice President & CCO, Paraklete® Financial, Inc.

Mr. Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs. Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

System Requirements