Retirement Advising: Accumulation and Decumulation Strategies Webcast | 4192921B

Date :
June 4, 2019 8:30 AM - 4:00 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Basic
Member Price :
295.00
Nonmember Price :
400.00
CPE Credits :
CPE 8.00, MCLE 6.50, CFP 8.00, MCLE LS-TX 6.50
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Take an in-depth look at retirement needs models, their flaws, and ways to overcome the associated drawbacks. Review holistic retirement planning while reviewing threats to a successful retirement.

Those nearing retirement or in the early stages of retirement have some big questions to answer regarding how much is needed to retire comfortably. Discover the best way to draw down retirement assets and ensure that a client's nest egg does not get cooked too soon.

Attendees will look at the lessons from the leading retirement accumulation and decumulation approaches and how to incorporate them into an effective distribution plan that mirrors client goals.

Materials are provided as an ebook.

Objectives:

  • Determine how to make retirement planning an area of expertise in your practice.
  • Identify traditional retirement planning assumptions, 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: how personal goals integrate with tax, estate, risk, and investment management principles.
  • Matching investment assets with the appropriate retirement plan and distribution strategy.

Advanced Prep:

None.

Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:
Basic
Field of Interest:
Specialized Knowledge
Prerequisites:

None.

Designed For:

CPAs, financial advisers, attorneys and insurance professionals.

Instructors

James Randall Gardner, CFP, CPA, Esq.

Randy Gardner is the head of financial planning for the Horace Mann Companies. Previously, he was a practicing estate planning attorney with Estate Plan, Inc. with offices in Laguna Beach and Irvine. He is a member of the AICPA, and has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies, and Tax Adviser. Gardner is co-author of several books including The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. He is a columnist for and serves on the editorial board of The Journal of Financial Planning. Recognized as Educator of the Year by the Missouri Society of CPAs, Gardner taught for over 30 years as a professor of tax and estate planning and director of the Financial Planning Program at the University of Missouri. He earned his bachelor’s degree from Harvard University; his juris doctor degree and his master’s degree in business administration from the University of Kansas; and his master of laws in taxation from the University of Missouri - Kansas City.

No Agenda or Materials posted.