April 28, 2023


2 Total CPE Credits


Webinar (CPA Crossings): Retirement Planning: Next Stage for You or Your Client

  • Instructor

    Tom Wilson

Learning Objectives

After attending this program you will be able to…

  • Recognize a healthy and holistic understanding of this new stage of life.
  • Recognize new sense of direction and purpose for your life.
  • Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
  • Recognize a new way to describe yourself and your identity.
  • Develop a Master Plan for being successful in this new stage of your life.
  • Recall a few key ideas that you can do now which will prepare yourself for this stage later.

Major Topics

The major topics covered in this class include:

  • Welcome to Your Next Stage — Developing a new perspective on what this next stage is really all about
  • It’s About Time — Discovering a new sense of purpose
  • Money Matters — Assessing your financial conditions
  • Relationships Matter Too — Addressing needed or potential changes in your relationships
  • Healthy Habits — Examining new or renewed ways to stay healthy
  • Who I Am — Creating a new identity, and answering “So what do you do?”
  • My Master Plan — Figuring out what to do next

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Basic



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

A professional considering, planning or engaged in retirement for oneself or for one’s clients


CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 79 79
  • COCPA Non-Member

    $ 103 103
    Your Price

Please login to register.