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Retirement Advising: Accumulation and Decumulation Strategies (4152921D)
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"Those nearing retirement or in the early stages of retirement have some big questions to answer regarding how much is needed to retire comfortably, the best way to draw down retirement assets and ensuring their nest egg doesn't get cooked too soon. This course takes an in-depth look at retirement needs models, their flaws and ways to overcome their drawbacks. We'll look at the lessons to be gleaned from the leading retirement decumulation approaches and how to incorporate them into an effective

11/10/2015
When: 11/10/2015
7:30 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Randy Gardner, J.D., LLM, MBA, CPA, CFP®
Contact: April Deneault
801-834-6634


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Those nearing retirement or in the early stages of retirement have some big questions to answer regarding how much is needed to retire comfortably, the best way to draw down retirement assets and ensuring their nest egg doesn't get cooked too soon. This course takes an in-depth look at retirement needs models, their flaws and ways to overcome their drawbacks. We'll look at the lessons to be gleaned from the leading retirement decumulation approaches and how to incorporate them into an effective distribution plan that mirrors the goals of your clients.


Objectives:



    Determine how to make retirement planning an area of expertise in your practice.
    Identify traditional retirement planning methods and techniques.
    Identify how recent legislative changes and research findings are changing the pre- and post-retirement advice offered to clients.
    Recognize withdrawal techniques that can help extend the distribution period.
    Determine how to integrate a retirement plan distribution strategy with Social Security claiming strategy.

   


        
   

Major Subjects:



    Downside of traditional retirement asset accumulation strategies
    Threats to a successful retirement
    Holistic retirement planning: goals and tax, risk and investment management principles
    Matching investment assets with the appropriate retirement plan and distribution strategy

   
           

Designed For: CPAs, financial advisers, attorneys, insurance professionals and other professionals providing advice to retirees.
 

Prerequisite:  None

Advanced Prep:  None

Speaker: Randy Gardner, J.D., LLM, MBA, CPA, CFP®

Vendor: CalCPA

Field of Study:    Taxes

Level:  Beginning

CPE Credit: 8 Hours

Acronym: RTAA

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a professor of tax and financial planning and director of the Certificate in Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books 101 Tax Saving Ideas and Tools and Techniques of Income Tax Planning and is a highly rated discussion leader. In 1997, he was recognized as Educator of the Year by the Missouri Society of CPAs.   Mr. Gardner is a member of WealthCounsel, LLC, and works as a tax, financial and estate planning consultant for more than 200 individual clients. He serves on the editorial board of The Journal of Financial Planning and on the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written dozens of articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.

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