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The Retirement Planning Process
Personal Financial Planning
CPE Self-study

The Retirement Planning Process

Financial planning expertise is elevated as you learn ways to empower your clients to establish and achieve practical, realistic retirement goals.

$0 - $70
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

1.5

Author(s)

Susan M. Tillery, Tom Tillery

Availability

1 year

Product Number

PFPRET123SSO

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Product Details

You can equip yourself with the knowledge and skills to excel in the dynamic world of retirement planning.

Empowering Your Clients: Setting Realistic Retirement Goals

Learning to counsel clients on practical and realistic retirement and financial independence goals will empower them to build a secure financial future. Topics you will explore include:

  • Identifying clients' unique financial goals
  • Designing tailored strategies
  • Crafting personalized recommendations for their aspirations

Navigating Retirement Plan Regulations and Laws

You can ensure compliance and protection for plan participants by understanding key rules and laws governing retirement plans. You will learn about:

  • The game-changing SECURE Act
  • ERISA and the Internal Revenue Code (IRC)
  • Strategies that protect clients from unintended tax consequences

Choose Your Path: Individual or Certificate Program

Flexible options – you can enroll in the individual course or take the Retirement Planning Certificate Program.

Who Will Benefit

  • Financial Planners
  • CPAs
  • Tax professionals

Key Topics

  • Personalized financial strategies
  • Realistic expectations and goals for financial independence
  • The regulatory and legislative environment surrounding retirement plans
  • How ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants

Learning Outcomes

  • Determine the standards that apply to AICPA members performing personal financial planning engagements.
  • Identify the elements that comprise the financial independence process.
  • Calculate the annual spending goal for financial independence.
  • Differentiate among the various types of personal financial planning engagements for financial independence.
Credit Info
CPE Credits
Online
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Mastery of basic Personal Financial Planning concepts and techniques
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$70.00
AICPA Members
Online
$59.00
CIMA Members
Online
$59.00
PFP Section Members
Online
$0.00
PFS Credential Holders
Online
$0.00

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. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Author(s)
Susan M. Tillery
CPA/PFS, AEP®(Distinguished)
Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co provided the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, Susan is a member of the GSCPA Board of Directors, and past Chair of both the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is the recipient of the AICPA 2019 Personal Financial Planning Distinguished Service Award. Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Susan has co-authored the AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Susan is a frequent speaker and author on topics relating to personal financial planning, including CPAs and financial planning, virtual family offices, financial issues facing women, responsibilities of wealth, charitable giving, and stewardship. Susan and her family reside in Kennesaw, Georgia.
Tom Tillery
MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Tom earned an M.S. in Financial Services from the American College and an M.A. in education from the Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, including financial planning and tax advisory services, estate planning for the affluent, current retirement issues, working with investment advisors, and stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Tom has co-authored the AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Tom and his family reside in Kennesaw, Georgia.
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