Webinar: A Life-Cycle Approach to Retirement Planning

This course is designed to understand essential foundations for retirement planning within the conceptual framework of the “Statement On Standards of Personal Financial Planning Services”, SSPFPS #1 issued by the American Institute of Certified Public Accountants (AICPA) under the Personal Financial credential. Planning Specialist, PFS. In addition, the seminar consolidates aspects of investment management, taxation and risks, within the stages of a person's economic life cycle, from pre-retirement to retirement, considering life expectancy and other personal financial goals, as well as their savings habits vs. Consumption.

Objectives: Upon completion of this course participants should be able to:

1. Know the fundamentals of financial planning and SSPFPS #1.
2. Identify relevant personal financial planning fundamentals.
3. Learn the basics of retirement planning creating lifetime income in retirement.
4. Identify the foundations of contributory and inheritance planning in the context of retirement planning.
5. Apply the knowledge learned through a case study.

"Instructional Delivery Method": Programa de grupo por internet: webinar en vivo.

CPE Credits: 3

P. R. Field of Study: General

"NASBA Field of Study": General

Pre-requisite: None

Advance Preparation: None

Level: Basic

Date: March 22, 2024

Registration: 8:45am - 9:00am                    Webinar: 9:00am - 12:00pm

Instructor: Daniel González-Maisonet, CPA, PFS, MBA, Owner, Investment Adviser Representative & Financial Planner, The Fiducial Adviser™

Place: The webinar will be broadcasted via Zoom.

Materials: This course will be paperless and the materials will be distributed electronically. Download them through "Mi Perfil → Registros de Eventos → Selecciona Evento → Tab Materiales", on the Colegio's website. After the date of the event download them through "Mi Perfil → Registros de Eventos → Registros Corrientes → Historial → Selecciona Evento → Tab Materiales". Electronic devices may be brought to the classroom to access the downloaded materials. We reserve the right to admission.

Electronic evaluation: Once you have registered your entry to this educational activity, you can quickly and easily access and complete the evaluation through "Mi Perfil". On our website "Home" page you will find detailed instructions for completing the form.

Notice: The Colegio de CPA reserves the right to substitute instructors and suspend a course due to insufficient enrollment or other causes beyond our control. We reserve the right to refuse admission. Space is limited. Registration is subject to the available slots. The tuition price for CPA applies to those who at the time of registration do not owe debts to the Colegio.

INFORMACIÓN IMPORTANTE

I. Conectarse a la transmisión:

a. Enlace

En este seminario se utilizará la aplicación de Zoom. Luego de registrarse, encontrará en “Mi Perfil - Registros de Eventos - Selecciona Evento” botón “Entrar a Zoom” para poder acceder al curso.

b. Otras

El Colegio de CPA no será responsable por los problemas técnicos que el participante pueda confrontar en el uso de su equipo o de su conexión de internet durante la transmisión de este seminario virtual.

II. Horario

Permanecer atento a la conferencia desde su comienzo hasta el final, tomando un receso cuando así lo indique el instructor y regresar puntualmente de éste.

III. Preguntas y respuestas

Enviar sus preguntas o dudas durante el seminario a través de este sistema por la pestaña llamada “Q & A”.

Las preguntas recibidas se contestarán durante el seminario.

IV. Validación de asistencia de acumulación de horas-crédito:

Para poder acumular las horas-crédito correspondientes a este seminario necesita estar atento y presionar de inmediato cada "pop up" que aparecerá en pantalla de manera aleatoria a través de toda la transmisión, asegurándose de responder un mínimo de 75% de éstos.