MenuClose
 Log Out
Cart 0 items
Site Search
Course Search

Retirement Planning: Next Stage for You or Your Client

 Various
 
2.0
Registration is Open
Price
$89.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 07/03/2025 from 11:30 am to 1:30 pm
 Fri, 07/18/2025 from 12:00 pm to 2:00 pm
 Fri, 08/08/2025 from 1:30 pm to 3:30 pm
 Tue, 08/19/2025 from 1:00 pm to 3:00 pm
 Tue, 09/09/2025 from 1:00 pm to 3:00 pm
 Thu, 09/25/2025 from 1:30 pm to 3:30 pm
 Wed, 10/08/2025 from 4:00 pm to 6:00 pm
 Thu, 10/23/2025 from 11:30 am to 1:30 pm
 Wed, 11/05/2025 from 10:30 am to 12:30 pm
 Tue, 11/18/2025 from 10:30 am to 12:30 pm
 Tue, 12/02/2025 from 11:30 am to 1:30 pm
 Thu, 12/11/2025 from 11:30 am to 1:30 pm
 Tue, 01/06/2026 from 10:30 am to 12:30 pm
 Fri, 01/23/2026 from 12:30 pm to 2:30 pm
 Tue, 02/10/2026 from 11:00 am to 1:00 pm
 Wed, 02/18/2026 from 2:00 pm to 4:00 pm
 Tue, 03/03/2026 from 12:30 pm to 2:30 pm
 Wed, 03/18/2026 from 4:00 pm to 6:00 pm
 Wed, 04/08/2026 from 2:00 pm to 4:00 pm
 Fri, 04/24/2026 from 11:00 am to 1:00 pm
Designed For:

A professional considering, planning or engaged in retirement for oneself or for one's clients

Prerequisite:

None

If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.

Objectives

After attending this program you will be able to...

  • Recognize a healthy and holistic understanding of this new stage of life.
  • Recognize new sense of direction and purpose for your life.
  • Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
  • Recognize a new way to describe yourself and your identity.
  • Develop a Master Plan for being successful in this new stage of your life.
  • Recall a few key ideas that you can do now which will prepare yourself for this stage later.

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.