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Retirement Planning: Next Stage for You or Your Client

Online

# of CPE Credits

2

Description

If you or your clients are facing that stage of life where careers are passing into the background, and a new to be determined life is emerging, then you are entering what is called retirement. Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time – what to do with time, financial, relationships, health, identity and more.

This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when?

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objective

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.

Credit Types

  • Specialized Knowledge: 2

Event Level:Basic
Event Code:WRX468925
Event Vendor:CPA Crossings, LLC
Fields of Study:Specialized Knowledge
Other fields:

    Registration Fees

    RegistrationTypePrice
    Rebroadcast - General (2 hours)Members$100.00
    Rebroadcast - General (2 hours)Non Members$225.00


    CPE Sponsors LogoThe 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.