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Retirement Planning Strategies for Client Success

Business

Retirement Planning Strategies for Client Success

Course 40857A · 2 hrs · CPA

Retirement planning looks different for every client, and effective advice starts with understanding what retirement actually means to the people you serve. This course examines the core concepts and strategies financial planners use when guiding clients through retirement preparation, from accumulation through distribution. CPAs and tax professionals will gain practical tools to address common retirement planning questions and help clients make decisions aligned with their personal goals, timelines, and financial circumstances.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Retirement Planning Strategies for Client Success
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