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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 Enrolled Agents
with commonly missed tax planning opportunities for their retiree
clients. Asking some basic questions and knowing your clients
beyond the numbers can lead to value-add discussions that
solidify your relationship as a trusted advisor.

Learning Objectives

After completing this course, you will have a clear understanding of:
• The topics at the forefront of every retiree’s mind, such as
Social Security claiming strategies, Medicare premiums, and
asset draw-down decisions
• The importance of maximizing a client’s lifetime wealth rather
than minimizing their annual taxes
• How to start conversations around the topics that really
matter to your retiree clients

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

CPAs and Enrolled Agents who want
to learn how to go beyond simple
tax preparation to give their clients
the advice they need to have a
successful retirement.

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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