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CPE Self-Study
Retirement and Succession Planning
NASBA FIELD OF STUDY
Specialized Knowledge
LEVEL
Intermediate
CPE CREDITS
Online: 1.0
Retirement and Succession Planning is a one hour course will examine and walk-through key issues related to retirement planning and Social Security solvency. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk of improper retirement planning on industry, particularly if employees approaching retirement discover they can't afford to retire.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Who Will Benefit?

  • CPAs, industry accounting and finance staff, C-level corporate officers.
  • This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Key Topics

  • Employee programs
  • Issues related to succession planning
  • Retirement planning and social security
  • History of Social Security
  • Social Security funding needs
  • Funding shortfalls

Learning Objectives

This course will prepare you to do the following:

  • Identify the potential concerns about retirement planning.
  • Identify funding concerns and potential solutions regarding Social Security.
  • Identify retirement planning recommendations for the organization.

Nearly seven years after the Great Recession, economic and political uncertainty continues to plague business decision-making and the roles and responsibilities of CPAs continue to expand. Part of a new series, this one-hour CPE course explores key economic and regulatory issues which will have a substantial impact on financial and accounting decisions for years to come.

Retirement and Succession Planning is a one hour course will examine and walk-through key issues related to retirement planning and Social Security solvency. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk of improper retirement planning on industry, particularly if employees approaching retirement discover they can’t afford to retire.

Ratings and reviews
Author(s)

Francis X. Ryan, CPA, CGMA, MBA

Francis X. Ryan is the president of a management consulting firm specializing in turnarounds, workouts, crisis management, strategic planning and working capital management. He also teaches executive education courses for the Business Learning Institute. Prior to forming his consulting business, Ryan was the chief operating officer of a mid-sized manufacturing company and served in numerous contingency operations as a colonel in the United States Marine Corps.

Matthew X. Ryan, CPA, CFE, MBA

Matthew X. Ryan is the co-owner of a turnaround management consulting firm, Matthew Ryan specializes in crisis management, strategic and operational planning and risk analysis, and due diligence research for companies ranging from manufacturing start-ups to established service organizations. In addition to his consulting practice, Mr. Ryan co-writes and teaches professional education courses for state CPA societies and private companies across the country. Mr. Ryan earned a B.S. in Finance from The Pennsylvania State University and an MBA from The Wharton School, University of Pennsylvania. He is a Certified Fraud Examiner and serves on the Board of Directors of a Pittsburgh-based non-profit organization while volunteering for several other non-profits throughout Pennsylvania.

Publisher

Business Learning Institute

The Business Learning Institute (BLI) is the strategic learning partner and talent management consultancy for organizations worldwide. BLI is a center facilitating the development and sharing of competencies and strategic knowledge required for leadership in today's rapidly changing business environment. BLI delivers competency-based curriculum, courses, content, and community to maximize career trajectories and grow intellectual capital for organizational and executive leadership.

Our 60+ instructors offer over 400 learning programs in all formats (including on-site training, live events and seminars, keynotes, and online formats like webcasts, webinars, and on-demand learning). Each BLI program can be tailored to the needs of your organization.

The future is here, and it will continue to come with increased speed and complexity. We hope you will continue to learn more about how BLI can help align your organization's learning strategy and guide the momentum of your staff's career growth.

Price:
$45.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$45.00
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CREDIT INFO
CPE credits
Online
: 1.0
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
BLICTL15
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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