Webcast and Seminar Acronym: RP16
Title: Retirement Planning - Key Steps
Recommended
CPE Hours: 2 CPE Credit Hours.
Highlights:
Come join Larry Stein as he discusses key steps in the retirement planning process.
Learning Objectives:
Upon the successful completion of this CPE Event, the participants will be able to explain selected key steps in the retirement planning process.
Major Topics:
- Social Security - Key Changes.
- Retirement Planning - Selected Resources.
- Key Steps - Retirement Planning.
- Checking Out Advisors.
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation, Social Security, and retirement planning.
NASBA Fields Of Study: Management Advisory Services.
Level: Intermediate.
Presentation Method: Live Lecture With Questions And Answers.
Recommended CPE Credit Hours: 2 CPE credit hours.
Advanced Preparation: Basic knowledge of federal taxation, Social Security, and retirement planning.
Prerequisites: Basic knowledge of federal taxation, Social Security, and retirement planning.
NOTE: If you have any questions, please email Larry Stein at taxman532@hotmail.com.
Texas Registration: 009838
“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”
Larry Stein Continuing Education LLC
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based
Group Live Based
Larry Stein Continuing Education LLC 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.learningmarket.org
