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.
Session 1: Retirement Reality Check: Maximize What You Can Spend While Still Leaving Significant Resources to Others
Embark on an exploration of retirement preparedness with our specialized course designed to provide a retirement reality check, centering on the critical aspect of retirement income planning. Navigate the nuanced landscape of annuities as we delve into the good, the bad, and the ugly, offering a balanced perspective to inform your financial decisions. Stay ahead of the financial curve with our market review, gaining insights into the latest trends and potential impacts on your retirement strategy. Join us for an enriching learning experience that empowers you to make informed decisions, ensuring the incorporation of differentiated solutions into your retirement income plans. We will also distill key insights from recent work performed by Ernst & Young.
Session 2: Creating a Super 401(k) Plan
The Pension Protection Act of 2006 (PPA) materially changed the landscape of qualified plan design. From a contributory, regulatory, and fiduciary perspective, it is unquestionably the best piece of retirement planning legislation for business owners in decades. The Super 401(k) Plan™ Design combines the most current qualified plan law under PPA 2006 with customized plan documentation, advanced, conservative, actuarial methods, and the comprehensive benefits of multiple plan forms. Contributions and corresponding tax deductions for owners, professionals, and other highly compensated participants can average between three and twenty times the stand-alone PS 401(k) limit of $66,000 to $73,500 for 2023. Just as importantly, the percentage of the plan contribution for owners can often exceed 90%+ of the total.
Learning Objectives:
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Examine the 401H
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Perform a retirement reality check with a focus on retirement income planning
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Review the good, the bad, the ugly on annuities
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Conduct a 2023 year end market update
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Study the investment management process and how to construct a customized portfolio
When: |
Friday, December 15th, 2023. 9:00 AM to 1:15 PM EST |
Where: |
Your home or office |
Speaker: |
Josh Jalinski, CEO of Jalinski Advisory Group, Inc.
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CPE Credits: |
4 Finance CPE |
CLE Credits: |
4 Substantive CLE |
Program Level: |
Basic |
Prerequisites: |
None |
Advanced Preparation: |
None |
Delivery Method:
Price:
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Group Internet-Based
Free for members, $75 for non-members
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The Presenter:
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 "The 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, where 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.
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
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.