Securing a Comfortable Retirement in the Age of Spending
Tuesday, June 3, 2025
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical) | 8 CFP
Minnesota Society of CPAs, Bloomington
Course code: 25SR-0009
View pricing
Help clients plan for retirement by assessing income needs and developing strategies to reach their goals. Learn to evaluate available resources, build a solid retirement foundation and create contingency plans when necessary. Explore strategies for converting assets into retirement income and minimizing taxes on retirement funds. Understand the role of various investments in retirement planning and stay updated on the latest research regarding retirement income sustainability and lifestyle maintenance.
Major subjects
-
Retirement planning: desired lifestyle, travel, housing, medical and family needs
-
Real estate and residence as retirement assets: equity and rent
-
Small business as a retirement resource: creative retirement plans
-
Asset allocation, portfolio management, rebalancing and investment selection before and after retirement
-
The three-legged retirement stool: employer retirement plans, savings, and Social Security
-
SECURE Act 2.0 retirement provisions
-
Distribution and asset liquidation planning
-
Current research on retirement planning and sustaining retirement income levels
Learning objectives
-
Help clients determine how much retirement income is necessary for the desired retirement lifestyle
-
Identify resources available for retirement
-
Explain how budgeting can determine retirement resources
-
Understand how to build the three-legged retirement stool through employer retirement, savings and Social Security
-
Understand the need for Plan B when the ideal retirement goal is not achievable
-
Explain ways that clients can convert the equity in a home to retirement income
-
Explain how the value of a small business can be converted to retirement income
-
Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples
-
Understand timing regarding the use of taxable retirement funds and nontaxable funds, as well as strategies to minimize income tax on Social Security
-
Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings and bonds in retirement planning
-
Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles
Who should take this program?
- CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement
Pricing
|
Standard Member Fee |
$375.00
|
 Standard Nonmember Fee |
$475.00
|
MNCPA members save $100.00. Become a member.
Our records indicate
you are a
nonmember.
If you register, you will be charged
$475.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
