CPE for Today's CPA!
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Preparing for retirement can be challenging, as the future is fundamentally unknown. This course discusses retirement planning for both the known and unknown, enabling you to answer a client's "what-ifs" scenarios.

Course Highlights:

  • Discuss sources of income.
  • Explain investing.
  • Explain insurance basics.
  • Discuss retirement living.
  • Analyze disability planning.

This course will allow you to more easily advise those clients expressing an interest in enjoying a comfortable and fulfilling retirement.

Course Prerequisite: None
Course Level: Overview
Field of Study: Specialized Knowledge
Course Format: Text

Recommended CPE Credit:  8 hours

 Course No.PriceQuantity
Course and Exam
WSR $ 85
Additional Exams Only
WSRX $ 25

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