April 25, 2025


Webcast Replay


2 CPE

Retirement Planning: Next Stage for You or Your Client

April 25, 2025
Webcast Replay
2 CPE

Retirement Planning: Next Stage for You or Your Client

Learning Objectives

After attending this program you will be able to... Recognize a healthy and holistic understanding of this new stage of life. Recognize new sense of direction and purpose for your life. Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits. Recognize a new way to describe yourself and your identity. Develop a Master Plan for being successful in this new stage of your life. Recall a few key ideas that you can do now which will prepare yourself for this stage later.

Major Topics

The major topics covered in this class include: Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about It's About Time -- Discovering a new sense of purpose Money Matters -- Assessing your financial conditions Relationships Matter Too -- Addressing needed or potential changes in your relationships Healthy Habits -- Examining new or renewed ways to stay healthy Who I Am -- Creating a new identity, and answering "So what do you do?" My Master Plan -- Figuring out what to do next

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Business & Industry
  • Emerging Professional
  • Leadership
  • Personal Financial Planning
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

None

Advanced Preparation

None

Intended Audience

A professional considering, planning or engaged in retirement for oneself or for one's clients

Provider

CPA Crossings

Register For This Event

  • MACPA Member

    $ 89 89
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  • MACPA Non-Member

    $ 110 110
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