Longevity (Retirement) Planning - Altering, Adjusting, Adapting (1 hour)

Previous Add to Calendar Next

May 4, 2020

Registration: 9:30 AM / Program: 10:00 AM - 11:00 AM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Longevity (Retirement) Planning – Altering, Adjusting, Adapting

Many CPAs (and their clients) have the same lucky problem; they’re living longer. This requires a reassessment of the traditional retirement planning model as everyone asks when to retire and how do finances, health care costs, living arrangements, new technologies

and succession need to be considered in a longevity plan? Reach yours or a client’s goal, bring your questions and rethink the long road.

Leon LaBrecque, CPA, JD, CFP®, CFA – Chief Growth Officer, Sequoia Financial

Group, Troy

Designed For

CPAs

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.