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Retirement Planning Workshop- 4 hours CPE
Event Contact(s)
HWSCPA Administrator
Registration Info
Registration is required
Payment In Full In Advance Only
About this event
This workshop will help you navigate thru various retirement planning processes to provide you and your clients practical information. No prerequisites. Course level: Basic:
Long Term Care Planning
What constitutes long term care planning?
Options to address the cost of long term care events
Social Security Retirement
Understanding Social Security retirement dates, income options and taxation
How to personalize social security income
Medicare & Medicare Supplement Planning
Understanding Medicare & Medicare Supplements
Medicare Supplement Coverage Options & costs
College Planning
Planning for Higher Education Costs
College Savings Accumulation Options
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