Retirement Planning is one of the basic concepts of the five steps to holistic financial planning. Planning for retirement focus on three basic phases, contributions during the accumulation phase, preservation of assets during the phase when an individual is approaching his/hers retirement years and finally the income phase, how asset allocation can provide for continued growth and income. It is important to understand the process of effective planning to assist clients in understanding the benefits of social programs entering into the retirement phase.
At this meeting participants will review
Participants after this session will identify:
Refund & Cancellations
Request for refunds must be received in writing no later than 48 hours prior to course. For more information regading refund/complaint or cancellation contact us at (201) 0845-7009 BGS Assurance LLC is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing education of the National registry of CPE Sponsors. State board accountancy have final Authority on the acceptance of individual courses on CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry org
CREDITS 2 CPE ADVANCE PREP: None PROGRAM LEVEL: Intermediate DELIVERY METHOD: Live Group FIELD OF STUDY: Specialized Knowledge/ Taxes
