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Self study cpe
Retirement Mash-up: Expert Strategies for Modern Retirement Readiness

RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
Subject Area 0.5 - Specialized Knowledge
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAugust 15, 2023
Date OfferedAugust 14, 2023
Expiration DateAugust 14, 2024
Course Description

Dive into an enlightening mash-up episode of CPAacademy.org's Check-in, where Dave Hall and Terri McGray delve into the evolving landscape of the accounting profession in relation to retirement. Participants will gain a deeper understanding of the challenges and opportunities in retirement planning and the significance of staying updated in the accounting domain.

Learning Objectives:


  • Determine some of the key challenges faced by individuals approaching retirement and the role of CPAs in addressing these challenges

  • Recognize the importance of continuous learning and staying updated with the latest trends in the accounting profession

  • Identify the best practices and strategies employed by experts in the field to ensure successful retirement planning for their clients



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:01:16 minutes
QUESTION 2: 0:14:44 minutes
QUESTION 3: 0:15:22 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.


To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.


Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.


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Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.

She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).

Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.

Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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CPAacademy.org Check-In is an online publication designed to make your learning journey simple and enjoyable! Here at CPAacademy.org, we understand the importance of staying up-to-date in the accounting profession. We created our Check-In to supplement your CPE requirements and stay ahead of the curve. Check-In features discussions with top thought leaders in accounting and business, offering you invaluable insights on timely topics as well as timeless knowledge.