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Longevity (Retirement) Planning - Altering, Adjusting, Adapting

 Mon, 06/22/2020 from 10:00 am to 11:00 am
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$39.00 Regular Registration
Your Price
$59.00 Regular Registration


Longevity (Retirement) Planning - Altering, Adjusting, AdaptingMany CPAs (and their clients) have the same lucky problem; they're living longer. This requires a reassessment of the traditional retirement planning model as everyone asks when to retire and how do finances, health care costs, living arrangements, new technologiesand succession need to be considered in a longevity plan? Reach yours or a client's goal, bring your questions and rethink the long road.Leon LaBrecque, CPA, JD, CFPr, CFA - Chief Growth Officer, Sequoia FinancialGroup, Troy

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

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.