A Holistic Approach to Retirement Planning

Exam Questions: 70
Course Level: Basic
Pages: 274 | Content: 250, Supplemental: 24
NASBA Area of Study: Finance
Not Acceptable for: Enrolled Agents
Version: 8155A

This course provides a newly inspired organized and holistic approach to retirement planning. It includes discussions of critical issues affecting retirees including health, relationships, politics, demographics, and working. It will look at niche retirement lifestyles and new and established retirement communities. You'll find surveys, questionnaires, and worksheets that can be used to better understand and apply the steps that affect retirement planning. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • What Makes Retirement Successful?
  • 168 Hours a Week
  • Working in Retirement: It's Not an Oxymoron
  • What and Where Is Home?
  • Locations, Locations, Locations
  • Forever Young
  • Dollars and Sense
  • The Taxman Cometh
  • Money Saving Tricks and Tips
  • The Final Chapter
  • To recall the average lifespan of an American woman
  • To recognize the characteristics of American volunteerism
  • To identify the jobs that will be in high demand through 2029
  • To recall the total amount of taxes that the average U.S. taxpayer will pay over the course of their lifetime
  • To recognize the median U.S. home price
  • To recall life expectancy statistics
  • To recall the characteristics of Medicare
  • To identify the characteristics of a principal residence
  • To recognize the various types of biases that might impact an individual's decision making process
  • To recall the characteristics of Section 529 plans

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.