Calculating the Retirement Need
Description
Objective
After attending this presentation, you will be able to... Identify key questions to be clarified with the client when quantifying retirement needs. Recall the implications of safe withdrawal rate research. Recognize the quantitative inputs and mathematical approaches to figuring out how to save for retirement.
Attendee Information
David Peters
Required Knowledge
Basic understanding of time value of money concepts and retirement issues faced by clients.
Who Should Attend
Tax practitioners and financial advisors who work with retiree clients.
Credit Types
- CPE – Finance
Event Level:Intermediate
Event Code:PEDPCRN1-70138
Fields of Study:CPE - Finance
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRX672026: Registration – Member | Mem | $65 |
| WRX672026: Registration – Non-Member | NM | $180 |
The North Carolina Association of Certified Public Accountants 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.