Description
Understanding and managing healthcare expenses is essential to preserving wealth in retirement. Join Paula McMillan, CPA/PFS, CFP®, CGMA and NCACPA’s Financial Planning Network on Tuesday, September 23 from 12:00 – 1:00 pm ET via Zoom for a non-CPE session exploring how Medicare, supplemental coverage, and strategic financial planning can help minimize medical costs while ensuring quality care. Participants will gain insights into optimizing Medicare benefits, budgeting for healthcare expenses, and leveraging tax-efficient strategies within their portfolios. Through practical guidance and proven approaches, this discussion will highlight ways to safeguard both health and financial well-being in retirement.
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 Solutions Support at [email protected] or 800-469-1352 using event code SN001125.
Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
Event speaker: Paula McMillan, CPA/PFS, CFP®, CGMA
Details
Event 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
Credit Types
Registration Fees
| Registration | Type | Price |
|---|---|---|
| NCACPA Member Registration (SN001125) | Members | $0.00 |
| Non-Member Registration (SN001125) | Members | $0.00 |
| NCACPA Member Registration (SN001125) | Non Members | $5.00 |
| Non-Member Registration (SN001125) | Non Members | $5.00 |
Registration Fees
| Registration | Type | Price |
|---|---|---|
| NCACPA Member Registration (SN001125) | Members | $0.00 |
| NCACPA Member Registration (SN001125) | Non Members | $5.00 |
| Non-Member Registration (SN001125) | Members | $0.00 |
| Non-Member Registration (SN001125) | Non Members | $5.00 |
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.