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Retirement Advising: Accumulation and Decumulation Strategies 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 08/21/2025 from 9:00 am to 4:30 pm
 Thu, 08/21/2025 from 11:00 am to 6:30 pm
 Wed, 10/29/2025 from 9:00 am to 4:30 pm
 Wed, 10/29/2025 from 11:00 am to 6:30 pm
 Thu, 01/22/2026 from 9:00 am to 4:30 pm
 Thu, 01/22/2026 from 11:00 am to 6:30 pm
Designed For:

CPAs, financial advisers, attorneys and insurance professionals.

Prerequisite:

None

This course offers an in-depth look at retirement needs models, their flaws, and ways to overcome associated drawbacks. You'll explore holistic retirement planning while reviewing threats to a successful retirement. You'll also hear about recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act and the new SECURE Act 2.0 changes. We'll address key questions to plan a comfortable retirement and discuss strategies to draw down retirement assets over an extended period.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

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 a Social Security claiming strategy

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.