April 22, 2027

Webinar

1 CPE Credit

Webinar (CPA Crossings): Calculating the Retirement Need 🗓️

April 22, 2027
Webinar
1 CPE Credit

Webinar (CPA Crossings): Calculating the Retirement Need 🗓️

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Va., as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.

For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Identify key questions to be clarified with the client when quantifying retirement needs.
  • Recall the implications of safe withdrawal rate research.
  • Recognize the quantitative inputs and mathematical approaches to figuring out how to save for retirement.

Major Topics

The major topics that will be covered in this course include:

  • Overview of retirement expenses and needs
  • Overview of risk tolerance, time value of money and retirement planning factors
  • Examples of client retirement situations

CPE Credits Available

1 CPE Credit
1
Finance

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Estate Planning
  • Personal Financial Planning
  • Tax

Prerequisites

Basic understanding of time value of money concepts and retirement issues faced by clients.

Advanced Preparation

This webinar is produced by CPA Crossings. 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

Tax practitioners and financial advisors who work with retiree clients.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

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