Securing a Comfortable Retirement in the Age of Spending


This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.


* Help clients determine how much retirement income is necessary for the desired retirement lifestyle * Identify resources available for retirement * Explain how budgeting can identify retirement resources * Understand how to build the three-legged retirement stool—employer retirement, savings, and Social Security * Develop Plan B when the ideal retirement goal is not achievable * Explain ways that clients can convert the equity in a home to retirement income * Explain how the value of a small business can be converted to retirement income * Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples * Understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security * Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings, and bonds in retirement planning * Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles


* Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client * Using the residence and other real estate as retirement assets through equity and rent * Using the small business as a retirement resource through creative retirement plans * Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement * Developing a three-legged retirement stool of employer retirement, savings, and Social Security * Distribution/asset liquidation planning * Analysis of the most current/important research on retirement planning and sustaining retirement income levels

Who Should Attend

CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement

Required Knowledge

Basic knowledge of retirement planning

Advanced Prep


Event Speaker(s)

Neil Brown ( Surgent McCoy CPE, LLC, Devon, PA ),

Additional Event Information

Check-in for all in-person events begins one hour prior to event start time. Also, be sure to allow enough time for traffic, parking, and check-in. If you should arrive late or depart early, you must adjust your CPE credit accordingly.

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Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Taxes
Level: Intermediate

Event Type:Seminar
NASBA Instructional Method:Group Live
Event Code:S0006320

Registration Fees

Early Bird Rate expires October 30, 2020

Registration FeeEarly BirdRegular
NCACPA Member$245.00$295.00
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.