Welcome to ACPENWe are pleased to announce the expansion of the ACPEN Industry Institute webcast time offerings in order to accommodate a broader range of schedules. Several alternating weeknights and two Saturdays per month are being added to the mix to give you additional programming options! When registering for webcasts, please make note of whether the course is an AM or PM start time. |
Rebuilding a Successful Retirement
Length: 4 Hours
CPE Credits: 4
Learning Objective 1: Better prepare for the financial challenges of retirement
Learning Objective 2: Understand the physical, emotional and spiritual issues beyond work
Field of Study 1: Finance - 2
Field of Study 2: Personal Development - 2
Program Level (Basic, Update, Intermediate, Advanced, Overview): Intermediate
Prerequisites: None
Advanced Preparation: None
Instructional Delivery Method: Group Internet Based
Course Registration Requirements: Online Registration
Designed For: CPAs, lawyers, anyone concerned about helping their clients or firm or family members with retirement issues
Course Developer: Frank Sanitate
Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement: Business Professionals' Network, 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
Course Catalog Description:
What does retirement "Success" look like? Is it mere idleness? Endless projects? Futzing in the garden or basement? Playing with the grandkids? Part-time work? Worrying about your portfolio? Arts and Crafts? Restoring muscle cars?
Many CPAs and other financial professionals and their clients spend more time planning a vacation than they do planning on how they'll live out the retirement decades of their lives.
This class assumes that a majority of the professional "Boomer," Gen X, Gen Y, and Millennial segments of our population have concerns about retirement, and in the non-financial as well as the financial aspects of retirement.
... Read MoreProduced By:
Faculty
- Michael McGowan JD, CFP
Course Materials
- Workbook Coverpage
- Workbook
- Important CPE Credit Information_2012
For Catalog Support: 1-800-747-1719 or email support
