This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.
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 employee benefits section covers Social Security programs, civil service group life, disability, dental and health insurance.
Field of Study: Taxes
Prerequisite: Basic knowledge of retirement planning
Group Viewing Option
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Select the Group Viewing product below and enter the number of attendees in the quantity box.
All group attendees must be sitting in the same room in order to obtain CPE credit.