This course provides an updated approach to retiring successfully in today's world. It utilizes proven, profitable techniques to coordinate all the factors that lead to financial security and independence. The course will explain how to overcome the threats to lifetime financial security such as longer life expectancy, low investment returns, and higher taxes. It will guide you through the steps to obtaining financial independence so you can pursue the retirement you want through smart planning and effective financial strategies.
This course will teach you how to plan for the wildcards of retirement planning so that you are prepared to:
• overcome the threats to financial security
• develop a sustainable spending strategy
• plan for potential long-term health care needs, and
• leave a legacy for your loved ones
PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.
PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.