In this two-part, 2-hour narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and financial independence.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and financial independence.
In Part 1, you will learn the process of how to identify personal financial goals and resources, design financial strategies and make personalized recommendations to assist your client in achieving these goals.
Part 2 covers the regulatory and legislative environment surrounding retirement plans. You will learn the key rules and laws regulating retirement plans, including how ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants.
Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").
Moderator, Tom Tillery Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales.
Looking for group pricing?Contact us
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact email@example.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.