CalCPA PFP Wealth Wednesdays: Kicking Off the New Year with Retirement Plan Opportunities Webcast | 4173462A


Date :
January 17, 2018 11:00 AM - 12:00 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.00, CFP 1.00
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Over the decades, national outcomes have not meaningfully changed within 401k plans, and yet these plans are vitally important to helping Americans on the pathway to successful retirement outcomes. And that includes CPAs and CPA firms as well! In this specially designed presentation geared to CPAs and their firms, Frank Tortora, a key representative of the AICPA Member Retirement Plan, shares the extraordinary opportunity that CPAs across America have regarding this special member benefit. But wait… If you happen not to be a member of the AICPA, so long as you are a member of your state society, you can avail yourself of the AICPA Member Benefit program. If you already have a CPA financial advisor, you can continue to work with your established relationship. At this short 55 minute presentation, you will discover the best kept secret in America and the opportunity that so many have left on the table over the years. Quite simply, this is not your dad’s 401k plan.


Identify the existing laws that will lead to a more successful retirement outcome.
How to set up a plan to take advantage of tax free retirement plan growth.
Become a leader in designing a plan by changing the framing of the plan.

Major Subjects:

The AICPA 401k opportunity.
Emerging legislative issues in the employer retirement plan space.
Mandatory state IRA programs.
The plan options.

Advanced Prep:


Misc. Information:

If materials are available for this webcast, they will be accessible for download the morning of the event.

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Level of Difficulty:
Field of Interest:
Specialized Knowledge
Assumes basic knowledge of the types of retirement plans.
Designed For:
CPA business owners.
CPA financial planners who serve CPAs and their firms.


Frank Tortora
Frank Tortora is the National 401(k) Sales Program Manager for Paychex, Inc., the leading provider of new 401(k) plans for six consecutive years, according to PlanSponsor magazine. In this role, Mr. Tortora is responsible for managing sales relationships with broker dealers and fund partners across the country. He has more than 20 years of industry experience with Paychex, serving in various sales and sales management capacities for the company’s payroll and human resource services divisions. In 2010, Mr. Tortora was ranked among the Top 100 Most Influential by 401kWire. Frank is a graduate of the State University of New York at Geneseo.
No Agenda or Materials posted.