This PowerPoint based course is a great option for those seeking quick CPE! In this course we’ll cover various financial priorities based on one’s stage of life, recall key financial planning tips and discuss “the new retirement”.
Course Publication Date:
July 02, 2019
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or
webinar membership or can be purchased for
$10.00!
| Author: | Frank Castillo CPA |
| Course No: | SPEC-T5FINPLAN-1019 |
| Recommended CPE: | 1.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Basic |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Specialized Knowledge
Webinars - On Demand
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Learning Objectives
- Recall different financial priorities based on one’s stage of life.
- Identify key financial planning tips to improve one’s financial well-being.
- Identify different investment strategies and impact on long term wealth creation.
- Recall what impact working past “the age of retirement” has on Social Security earnings.