On Demand
The Retirement Planning Process
Hosted by Association of International Certified Professional Accountants (AICPA-CIMA)
Dates TBD Online / Virtual
About This Event
This intermediate-level CPE self-study course teaches financial planners, CPAs, and tax professionals how to counsel clients on retirement planning and financial independence goals. Participants learn to design tailored strategies, navigate retirement plan regulations including the SECURE Act and ERISA, and ensure compliance while protecting clients from unintended tax consequences.
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