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Maximizing Your Finances in 2022 and Beyond

12:00 pm–1:00 pm ET

Description

Most people wish they were more proactive with their financial planning and investing earlier in their lives. It’s never too early to start planning for your future. Gain insight from Paula McMillan, CFP®, CPA/PFS, CGMA on how to identify the gaps in your financial future from college planning to long term care and senior living planning.

This session will highlight doing the right things – at the right time. As challenges and opportunities vary greatly based on stage of life, we will identify current and future actions for building or maintaining financial independence. In addition, saving and investment strategies and important considerations will be discussed for building a customized financial plan.

Join in to glean specific knowledge, tips and recommendations to act on in 2022 (and beyond) in this fact-filled, fast paced session.

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 with event code SN004122.

Questions? Please contact NCACPA Engagement Coordinator, Crystal Dempsey, at [email protected] or 919-469-1040.

Paula McMillan, CFP®, CPA/PFS, CGMA — Paula McMillan is a recognized national thought-leader in navigating financial wellness, retirement readiness, business exit planning and the unique financial challenges of women. Paula is passionate about helping people balance living a desired lifestyle today with accumulating the savings needed for tomorrow. She helps answer questions like “Do I have enough?” and “What strategies can I employ to have more?” through helping solve complex financial life planning challenges, creating customized roadmaps to financial independence, and developing investment strategies as a Wealth Advisor with Stearns Financial Group.

Paula has been published and quoted in national and local publications, including CNBC, US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger’s, The Business Journal, How Stuff Works and more. Additionally, she created two national AICPA podcast series on retirement planning and women and wealth and is a TEDx presenter on the topic of Retirement: Longevity and Security. Furthermore, Paula regularly delivers presentations to national, regional, and local audiences on financial life planning related topics.


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Event Vendor:NCACPA

Event Type:Networking
NASBA Instructional Method:N/A
Event Code:SN004122

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$0.00
Non-MemberN/A$5.00
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.