AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
product-image
The Retirement Planning Process
CPE Self-study

The Retirement Planning Process

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.

$0 - $99
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2.5

Author(s)

Tom Tillery, Susan M. Tillery

Availability

1 year

Learning Outcomes
  • Differentiate among the various types of personal financial planning engagements for financial independence
  • Identify the elements that comprise the financial independence process
  • Calculate the annual spending goal for financial independence
  • The requirements for who may participate in a qualified plan
  • Which coverage test is made based on benefits provided under a qualified plan
  • The requirements associated with top-heavy plans
  • The benefits of an ERISA Section 404(c) election
Key Topics
  • Setting realistic expectations and goals
  • The process of identifying personal financial goals and resources
  • Design financial strategies
  • Making personalized recommendations
  • The regulatory and legislative environment surrounding retirement plans
  • How ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants
Product Details

This CPE course can be purchased individually or as part of the Retirement Planning Certificate Program.

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.

Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$99.00
AICPA Members
Online
$79.00
PFP Section Members
Online
$0.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
2.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
None
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Tom Tillery
MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
"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. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and Vice President of Financial Planning Advocate, LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. He also serves on the Board for The National Center for Stewardship and Generosity. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 30 years. Tom and his family reside in Kennesaw, Georgia."
Susan M. Tillery
CPA/PFS, CFP®
"Susan M. Tillery, CPA/PFS, is President & CEO of Paraklete® Financial Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan also is a co-founder and president of Financial Planning Advocate LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is chair of the AICPA Personal Financial Planning Credential Committee. Susan also serves on the Board for The National Center for Stewardship and Generosity. Susan has over 30 years of experience in tax, philanthropy and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery speaks on the topics of: Financial Planning, CPAs and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving and Stewardship."
Accessibility

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 adaaccessibility@aicpa-cima.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.

The Retirement Planning Process
Select from the following options:
Online
$99.00
Nonmember Price
$99.00
Price excluding sales tax
$99.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Related content