Financial Planning for the Big Picture
Total Credits: 8 including 5 Finance - Technical, 1 Personal Development , 2 Specialized Knowledge - Technical
- Average Rating:
- 76
- Categories:
- ACPEN Industry Institute | Industry | Personal Development | Practice Management | Tax
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- License:
Description
This workshop includes:
Protection against disaster first.
Then overview of historical financial/retirement planning.
Calculating your personal retirement need.
Risks and rewards of investing in securities post-2008.
REITS, annuities, precious metals and other investment possibilities.
Some focus will be placed upon non-financial areas connected to everyone's successful retirement - e.g, philanthropy, and activities.
Basic Course Information
Learning Objectives*To protect assets in case of another "financial deleveraging event"
*To help professionals invest for a successful retirement
Major Subjects
*A four box model of the Big Picture of financial/retirement planning, including misconceptions about financial/retirement planning, and a brief retirement plan calculation with references.
*Physical issues including health concerns, and a health bibliography.
*The legal world of 401ks, the Pension Protection Act, and the new DOL rules for fiduciaries.
*Investing in securities, including symptoms of Bull and Bear markets, investing for income, Daniel Amerman's "Flaws in Conventional Financial Planning," Closed end mutual funds and ETFs.
*Real Estate overview including REIT investing.
*Annuities - risks and rewards for a portfolio.
*Dollar creation by the FED, and risks to the Dollar today.
*Future problems & issues as seen by Jim Willie
*The compelling need for gold and silver in a portfolio today. Analyzing and investing in gold and silver coins, as well as mining companies.
*Elder issues involving philanthropy and death planning.
*Conclusion and retirement bibliography
Course Materials
| Financial Planning_Workbook (4.01 MB) | Available after Purchase | ||
| Financial Planning_Slides (72.44 MB) | Available after Purchase | ||
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Legal and accounting and banking professionals who are advising clients about retirement investing, or involved in managing their firm's assets.
Original Recording Date 08/25/2016
Yellow Book No
Course Developer Michael McGowan JD, CFP
Date Added to Catalog 08/08/2016
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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