January 10, 2024


8 Total CPE Credits


Webinar (CA): Retirement Advising: Accumulation and Decumulation Strategies 2023

  • Instructor

    James Gardner

Learning Objectives

• Determine how to make retirement planning an area of expertise in your practice
• Identify traditional retirement planning assumptions, methods, and techniques
• Identify how recent legislative changes and research findings are changing the pre- and post-retirement advice offered to clients
• Recognize withdrawal techniques that can help extend the distribution period
• Determine how to integrate a retirement plan distribution strategy with a Social Security claiming strategy

Major Topics

• The downside of traditional retirement asset accumulation strategies0
• Threats to a successful retirement
• Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles
• Matching investment assets with the appropriate retirement plan and distribution strategy
• Review the provisions of the SECURE Acts and how they will impact retirement planning

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial advisers, attorneys and insurance professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.