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Self-Study CPE
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
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INTRODUCTION TO ANNUITIES IN 2024
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INTRODUCTION TO LONG-TERM CARE IN 2024
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AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
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DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
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AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
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ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
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FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
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THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
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INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
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Free cpe webinars
5 Tools To Reduce Poverty, Strengthen Communities, and Grow Your Practice

5 TOOLS TO REDUCE POVERTY, STRENGTHEN COMMUNITIES, AND GROW YOUR PRACTICE

Available Date(s)
Monday, June 24, 2024: 4:30PM EDT

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Strong basic financial knowledge (or the lack thereof) has a dramatic effect on virtually every area of our lives…well beyond our wallets. Money chaos destroys families and dreams while undermining our community’s financial and strategic health. That effect can last for generations—with no end in sight. In this lively and engaging webinar, attendees will learn key metrics of financial health and their impacts on our family, friends, and community. We will explore current economic conditions and their potential effect in the coming 12 to 24 months. Attendees will learn some simple yet innovative tools and discover a simple turn-key, out-of-the-box guided solution to help local families right now AND stop the money madness rollercoaster that is wreaking havoc in your community—right in its tracks.

Learning Objectives:


  • Determine how key financial metrics have changed in the last few years—and what to expect next 

  • Recognize the unspoken impacts of financial chaos and distress on the lives of those we love—especially children, teens, and seniors 

  • Evaluate how inflation and escalating costs are providing a unique opportunity to support local families on their journey to financial self-sufficiency 

  • Outline how a community can team together to offer a simple, guided, fulfilling solution that helps strengthen the money muscles of families - benefits that last a lifetime 

  • Define how you can simply and sustainably grow your practice while strengthening the economic and emotional well-being of your family, your friends, and your neighbors with fun and practical “Habits for Financial Humanity” tools

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Debbie Todd, has been a CPA since 1999 and her career spans public accounting, governmental finance and treasury with focus on taxes, bond issuance and audits (nationally published) and regulatory compliance in public utilities and academic healthcare before starting her own private practice, iCompass Compliance Solutions, a boutique tax and consulting firm in the beautiful Pacific Northwest, in 2013. 

During Debbie’s career, her passion to help others led to teaching core financial literacy skills to women in transition to self-sufficiency, then designing fun money education programs for families in crisis as well as teens and children through Dollars and Good Sense Foundation, a 501c3 registered charity.
 

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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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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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iCompass is an dynamic tax, accounting, financial management and regulatory compliance consulting CPA Firm, focused on helping families, subcontractors, small businesses,municipalities and governmental prime contractors effectively identify and solve the complex financial and regulatory decisions plaguing their organizations today. 

Additionally, our alliance partners bring a wealth of expertise in human resources, organizational development and SMART lean change management.

Over the years, iCCS team members have earned a reputation for excellence in the field of finance, accounting, compliance, implementation & consulting services. Our team offers expert advice and support for a wide range of processes and structures within your company – from short-term operational solutions to long-term strategic goals.      

In addition to tax and small business strategy, we have a special niche expertise in improving tax-exempt governmental policies, procedures and contracting processes as well as implmenting effective post issuance compliance programs for municipal issuers and conduit borrowers via our Issuer 2 Issuer.com site.