Description
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.
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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.
Details
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
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
- 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
Credit Types
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.