Creative Retirement Plans for Small Business

This is a 4-hour live video conference (4 CPE credits) led by Lawrence C. Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA. an author of the AICPA text ‘The CPA’s Guide to Retirement Plans for Small Businesses’ and frequent national lecturer. Larry has been a retirement plan specialist for over 30 years.

This is not your same old basic retirement plans course, this is a selected review and discussion of topics in creative plan design for your clients; how you can differentiate yourselves from the usual stuff that is out there.  We’re going to show the creative things that benefit your clients that you did not think you could do (but are completely acceptable if you know how). We are going to destroy some of the prevailing myths that are out there that artificially restrict what you think you can do for your clients.  This is the true (and often misquoted) “thinking outside the nine dots”.  Come and prepare to be challenged in what you think you already know that just is not so!



This seminar can be purchased for $195.00!

Course No:LIVE-RETPLANS-003
Recommended CPE:4.00
Delivery Method:Group Internet Based - Webinar
Date Offered:11/30/2021 10:00 AM - 1:30 PM
Level of Knowledge:Update
Prerequisites:CPA, EA, Attorney, CPF, or other practitioners with 2 or more years of work experience and some familiarity with the subject matter
Advanced Preparation:None, but registrants are encouraged to review the handout material before participating in the live video conference
Recommended Field of Study:Seminar - Live $$$
  
Learning Objectives
  • To be able to speak intelligently with their clients regarding how a retirement plan can be designed in order to maximize retirement benefits for owner-employees.

CPE Depot Inc. 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.

Sponsor Number: 109423

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