Surgent's Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM)

Course Details

Date

Self-Study

Location

Online

Field of Study

Specialized Knowledg

CPE Credit

8 hours CPE credit

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Basic knowledge in retirement planning

Description

This course gives CPAs the knowledge to help their clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.

Designed For

CPAs who wish to serve the needs of the growing segment of the public for whom effective retirement planning is critical as they reach their peak earning years and/or are approaching retirement

Course Pricing

WYOCPA Member Fee

Applicable if you are a WYOCPA member in good standing.

$225.00
Non-Member Fee

Applicable if you are not a WYOCPA member.

$225.00
Your Price $225.00

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