Join the NCACPA Financial Planning Networking Group and Paula McMillan on Tuesday, February 27 from 12:00 pm – 1:00 pm to learn what you need to know about crafting optimal withdrawal strategies. Gain the knowledge and tools needed to navigate diverse scenarios within the complexities of withdrawal planning. From tax-efficient strategies to risk management, learn actionable insights that will elevate your proficiency in designing effective withdrawal plans for long-term financial success!
We’ll Discuss:
- The importance of withdrawal strategies in the evolving financial landscape
- Types of withdrawals: Required Minimum Distributions (RMDs) and non-RMD withdrawals
- Tax efficient withdrawal strategies
- Asset location
- Risk management
- Longevity risk
- Customization of withdrawal plans
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352.
___________________________________________________________________________________________________________________
About the speaker:
Paula McMillan, CPA/PFS, CFP®, CGMA
Wealth Advisor | Author | Presenter
Paula McMillan, CFP®, CPA/PFS, CGMA strives to help people maximize their finances and live their best lives as a wealth advisor with a specific focus on retirement, taxes, and estate planning.
- Featured in Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, AICPA, Tax Adviser, Journal of Accountancy, The Business Journal, How Stuff Works, NCACPA Interim Report, etc.
- TEDx Presenter: Retirement Longevity and Security
- Two National AICPA Podcast Series:
- Retirement Readiness
- Women & Wealth
Professional involvement includes:
- AICPA Advanced Personal Financial Planning Conference Investment Committee Lead
- AICPA Personal Financial Specialist (PFS) Credential Committee Member
- Greensboro Estate Planning Council Board Member
- Society of Financial Service Professionals (SFSP) Board Member
- Society of Financial Service Professionals (SFSP) Foundation Board Chair
- NCACPA Women’s Networking Group Co-Chair
- Plenteous Financial Forum Chair and Founder
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.