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10.25.19 - Retirement Planning with FREE Book (Live Seminar) 8 CPE / 7 CLE

10.25.19 - Retirement Planning with FREE Book (Live Seminar) 8 CPE / 7 CLE

Your Price $174.99
In Stock.
Course Number:FINRET19-S-2
  • When:Friday, October 25th, 2019. 9:00 am to 5:00 pm EST
  • Location:Penn State Abington @611- 1475 Old York Road Abington, PA 19001
  • CPE Credits:8 Finance CPE
  • CLE Credits:7 Substantive CLE
  • Delivery Method:Group Live

We are offering this course in partnership with Kaplan Education. Through this partnership, we can cover Kaplan Certified Financial Planner exam preparation materials in a continuing education format. This is especially valuable because Licensed CPAs and attorneys are automatically eligible to apply to take the CFP® exam with Challenge Status. This means you can bypass the education requirements (Courses 101 through 106), provided you complete the Financial Plan Development Course (Course 107). Course 107, the capstone course, is offered through Kaplan and must be taken by all.   

Note, this is not a formal review course. We are using Kaplan review materials as a foundation for our continuing education seminars/webinars. Some review materials will be omitted and other topics, which are not on the CFP exam will be included. 

In this course, our presenter will review the characteristics (i.e., taxability, limitations, regulatory constraints, etc.) of a broad range of retirement options.  We will discuss IRAs (traditional and Roth), simplified employee pensions (SEPS), and pensions.  We will also address current issues in retirement planning needs analysis, as well as important factors related to social security, Medicare, and Medicaid. 

Learning Objectives:

  • Discuss retirement plan options
  • Review the retirement planning needs analysis process
  • Explore factors influencing social security, Medicare, and Medicaid benefits

When: Friday, October 25th, 2019. 9:00 am to 5:00 pm EST
Where:Penn State Abington @611- 1475 Old York Road Abington, PA 19001
Speakers: Peter J. Roland, CPA, CMA, CFP, PFS
CPE Credits: 8 Finance CPE
CLE Credits: 7 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Tech Support: Bill Kline Email: [email protected] or Phone: 267-251-3805

The Presenter:

Peter J. Roland, CPA, CMA, CFP, PFS founded the Accountant-Lawyer Alliance (ALA) after conducting his doctoral dissertation research on technology-based collaboration between accountants and lawyers. His research demonstrated both the benefits of professional collaboration, as well as the need for both the accounting and legal professions to work together more effectively to better serve their clients. Peter holds a Bachelor of Science Degree in Business Administration from Elizabethtown College, a Master of Science Degree in Taxation from Drexel University, and a Ph.D. in Business Administration with a concentration in Financial Management from Northcentral University.



McDevitt & Kline, LLC 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: https://www.nasbaregistry.org/

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