We are offering this course in partnership with Kaplan Education. Through this partnership, we can cover Kaplan Certified Financial Planner exam preparation materials in a continuing education format. This is especially valuable because Licensed CPAs and attorneys are automatically eligible to apply to take the CFP® exam with Challenge Status. This means you can bypass the education requirements (Courses 101 through 106), provided you complete the Financial Plan Development Course (Course 107). Course 107, the capstone course, is offered through Kaplan and must be taken by all.
Note, this is not a formal review course. We are using Kaplan review materials as a foundation for our continuing education seminars/webinars. Some review materials will be omitted and other topics, which are not on the CFP exam will be included. Course registration is free for ALA members. Kaplan study materials are available for purchase with a 25% ALA membership discount.
In this course, our presenter will review the characteristics (i.e., taxability, limitations, regulatory constraints, etc.) of a broad range of retirement options. We will discuss IRAs (traditional and Roth), simplified employee pensions (SEPS), and pensions. We will also address current issues in retirement planning needs analysis, as well as important factors related to social security, Medicare, and Medicaid.
Learning Objectives:
- Discuss retirement plan options
- Review the retirement planning needs analysis process
- Explore factors influencing social security, Medicare, and Medicaid benefits
| When: |
Friday, October 25th, 2019. 9:00 am to 5:00 pm EST |
| Where: |
PSU Abington or Your home or office |
| Speaker: |
Peter J. Roland, CPA, CMA, CFP, PFS |
| CPE Credits: |
8 Finance CPE |
| CLE Credits: |
7 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Delivery Method: |
Group Live or Group Internet-Based |
The Presenter:
Peter J. Roland, CPA, CMA, CFP, PFS
Peter founded the Accountant-Lawyer Alliance (ALA) after conducting his doctoral dissertation research on technology-based collaboration between accountants and lawyers. His research demonstrated both the benefits of professional collaboration, as well as the need for both the accounting and legal professions to work together more effectively to better serve their clients. Peter holds a Bachelor of Science Degree in Business Administration from Elizabethtown College, a Master of Science Degree in Taxation from Drexel University, and a Ph.D. in Business Administration with a concentration in Financial Management from Northcentral University.
About CPE/CLE:
* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
