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Handout Materials Last Updated

01/12/2023

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Risk-Based Retirement Education & Resources for CPAs

 

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Webinar Technical FAQs

Polling Questions

1/6/23

What motivated you to sign up for this webinar?
I want to improve my own retirement
I want to improve my clients' retirement
I want to improve my and my clients' retirement
I need the CPE

Do you think you will have enough income and assets to get you through retirement?
Definitely
Probably
I’m not sure
Probably not

How many years do you have until retirement?
1 to 5 years
6 to 10 years
11 plus years
Already retired

Who is doing most of the planning for your retirement?
I am doing it myself
I am using an advisor
I am looking for an advisor
Nobody

What grade would you give yourself on the knowledge you need for retirement?
A
B
C
D
F

When learning about retirement how important is it for you to get CPE credit?
It’s a must
Irrelevant if the topic interests me
Uncertain