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CPE Mountain Retreat: Today’s Investing Environment and How to Evaluate Your Personal Financial Plan

Description

This program is designed to provide CPAs and finance professionals with a framework to evaluate a financial plan in today’s economic and investing environment. After providing a brief economic update, this program will cover key areas of a personal financial plan that will allow one to evaluate whether changes are required to their: 1) current income strategy in retirement, 2) investment strategy, and 3) retirement portfolio withdrawal plan. Key areas addressed in this presentation will include social security claiming strategy, income and estate tax minimization, Roth conversion strategy, investing and portfolio management, and basic estate planning considerations.

Learning Objectives

Understand today’s economic and investing environment.

Major Topics

• To review the key areas of a personal financial plan
• To evaluate when and how changes should be made to one’s financial plan

Provider
Colorado Society of CPAs
Course Level
TBD
CPE Field of Study
Business Management and Organization
2
Who Should Attend

All CPAs and finance professionals.

Instructor(s)
Tyler Smith
Prerequisites

None

Advanced Preparation

None

Location
 
The Ridgeline Hotel Estes Park
101 S St Vrain Ave
Estes Park, CO 80517 US
View in Google Maps
Event Information
When
Jul 20, 2022
9:30 am - 11:10 am MDT
Location
The Ridgeline Hotel Estes Park
101 S St Vrain Ave
Estes Park, CO 80517 US
Total CPE Credits
2
Format
In-Person

MEMBER


$ (% off)
$150.00

NON-MEMBER


$ (% off)
$215.00
Become A Member

Register for this Event

CPE Mountain Retreat: Today’s Investing Environment and How to Evaluate Your Personal Financial Plan


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