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Surgent's Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM)

 
 
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Registration is Open
VSCPA Members
$225.00 Regular Registration
Non-members
$225.00 Regular Registration
Designed For:

CPAs who wish to serve the needs of the growing segment of the public for whom effective retirement planning is critical as they reach their peak earning years and/or are approaching retirement

Prerequisite:

Basic knowledge in retirement planning

This course gives CPAs the knowledge to help their clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

Related Events

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.