Event Detail

Important Announcement: McDevitt & Kline, LLC (www.ceworkshops.com) merged with the Accountant-Lawyer Alliance (ALA) in 2022. If you were a McDevitt & Kline customer, nothing would change other than you will be logging into the ALA website to register for classes if you decide to opt for an annual ALA membership. Alternatively, you can purchase courses a la carte on the ALA website as you have in the past (at the same prices) with McDevitt & Kline, LLC. Please email us with questions are memberservices@alacommunity.org or carla.kline@ceworkshops.com.  

Retirement Essentials: Strategies and Insights

Join us for an engaging course that delves into crucial financial topics. In this program, we'll begin by examining Cash Balance Plans, with insights provided by industry expert Brian Kane. Gain a comprehensive understanding of these retirement vehicles and how they can benefit your financial planning.

Josh Jalinski, CEO of Jalinski Advisory Group, Inc., will guide you through the intricacies of retirement income planning.   Mr. Jalinski will address the issues of retirement income planning pressures, sequence of returns risk analysis, and sustainable retirement withdrawal rates that align with individual client needs.  Furthermore, he will explore the art of managing investment portfolios through strategic and tactical asset allocation techniques and highlight key market trends.

Join us for this insightful webinar!

 Presenter: Josh Jalinski, CEO of the Jalinski Advisory Group, Inc.

Learning Objectives:

  • Examine cash balance plans
  • Review retirement income planning pressures, sequence of returns risk analysis, and sustainable withdrawal rates in retirement
  • Discuss strategic and tactical asset allocation
  • Analyze current market trends
When: Friday, October 20th, 2023. 9:00 AM to 1:15 PM EST
Where: Your home or office
Speaker: Josh Jalinski, CEO of the Jalinski Advisory Group, Inc. and Brian Kane
CPE Credits: 4 Finance CPE
CLE Credits: 4 Substantive CLE 
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Delivery Method:


Group Internet-Based

Free for members, $37 for non-members (50% of Fall Flash Sale!)

The Presenters:

Josh Janiski

Josh Jalinski has been named one of Forbes Best-In-State Wealth Advisors 2023*, and one of Forbes America's Top Financial Security Professionals 2023*. Josh is the founder and CEO of the Jalinski Advisory Group, Inc., which teaches clients how to safeguard wealth.  Josh is also the CEO of fiduciary planning firm Wealth Quarterback LLC, an SEC-registered investment adviser*.   Josh's approach to financial advice is radical honesty, as if you had a friend in the business.

Josh is the host of the popular Financial Quarterback Podcast and radio program heard every Saturday and Sunday at 9am on WOR News Talk Radio 710 AM and author of the Amazon bestseller Retirement Reality Check, Josh educates his clients on how to lower risk, minimize taxes, and maximize wealth!

Josh has been featured as an expert on CNBC, Fox Business, CBS News, Bloomberg, and other news outlets.  Josh has been happily married to the love of his life, Beth for twenty years, and they have seven wonderful children. 

Disclosure: *Please Note: Registration is not an endorsement by the SEC and security regulators.  Neither rankings nor recognitions by Forbes Shook Research should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology.  https://www.forbes.com/sites/rjshook/2023/07/26/methodology-americas-top-financial-security-professionals-2023/?sh=2b2f13123aef

Brian Kane

Brian Kane is the Director of Business Development at Preferred Pension Planning in Bridgewater, NJ. He has 27 years of experience in the retirement plan field and has attained the designations of Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries. Brian specializes in retirement plan design and consults with clients to help determine the best type of plan to meet their goals and objectives.    


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.