CPA Continuing Education Credit: Beyond Money: The Rest of Retirement

11220 West Algonquin Road,Huntley IL 60142

05 October, 2021

Description

Earn CE Credit and Help Your Clients Work Toward a Wealthier and Healthier Future Join Transamerica and Country Financial for Lunch and a Presentation for CE Credit Retirement planning for many financial professionals consists of helping clients first build a sufficient nest egg, and then formulating a strategy to provide for a comfortable retirement. However, financial professionals have told us that clients don’t just want to talk about saving, investing, and income; they want to talk about the challenges they may need to navigate in retirement .Many clients need help with more than just money. They want to be educated, informed, and connected to relevant information on issues like Social Security, healthcare, estate planning, and aging. This presentation provides an overview of some of the most common issues your clients may face in retirement, along with resources to make your job easier as you help your clients work toward a wealthier and healthier future. Lunch will be provided for attendees.