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Financial Independence: Rethinking Retirement
Personal Financial Planning
Webcast

Financial Independence: Rethinking Retirement

If you have clients considering life 2.0, you'll want to join this webcast to learn how best to counsel clients who are rethinking retirement.

Do you have an AICPA membership? Log in to apply your member discount.
Included in Webcast Pass

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Jean-Luc Bourdon, Sue Stevens

Availability

3 months

Product Number

WC3178826

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 Business & partner 
Product Details

Traditional retirement or no?

Many people still choose to have a traditional retirement. Many others choose financial independence to better suit what they want from life at that time. Whether that happens in their mid-life or later in life, the conversations with your clients will be rich in design and complexity.

Join two experienced financial planners as they share insights about how to counsel clients who are contemplating life 2.0.

Key Topics

  • Financial independence
  • Retirement planning
  • Cash flow planning
  • Charitable planning
  • Estate planning
  • Life planning

Learning Outcomes

  • Recognize how retirement has evolved and how to practically plan
  • Determine what tools can help clients think about their overall financial life including goals, interests, estate strategies, cash flow management and other relevant factors
  • Identify practical considerations for taping retirement plans, taxable accounts and other types of assets
  • Determine what can go wrong and how we can help manage those situations
  • Identify the family members who are on the journey with your clients
  • Recognize how the spirit of giving enters the equation

Who Will Benefit

  • CPAs
  • Accountants and finance professionals
  • Personal financial planners
  • Tax professionals
More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
Jean-Luc Bourdon
CPA/PFS, CFP®
Jean-Luc is founder of Lucent Wealth Planning in Santa Barbara, CA. His firm specializes in providing wealth management, financial planning, and tax strategies. Jean-Luc is very active in the profession and received the 2018 Personal Financial Planning Distinguished Service Award from the American Institute of CPAs (AICPA). He often speaks and writes about financial planning and has been published in venues such as The Tax Adviser and the Journal of Accountancy. He has been quoted by various media outlets including the Wall Street Journal and the Washington Post. Jean-Luc currently serves on the Personal Financial Planning committee of the California Society of CPAs. In the past, he served on the PFS Credential Committee and on the Personal Financial Planning Executive Committee of the AICPA.
Sue Stevens
CPA / PFS, CFP, CFA, CAP
Sue earned an MBA from the Booth School of Business at the University of Chicago and she holds a master’s degree in wealth management from The College for Financial Planning. In addition, Sue is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Advisor in Philanthropy and a Chartered Financial Analyst charterholder. Sue founded and led Stevens Wealth Management prior to joining Buckingham. She is also the founder of Stevens Visionary Strategies where she is publishing several books in the Dreams of WealthTM series and previously has had leadership roles at Morningstar, Vanguard and Arthur Andersen.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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