October 8, 2025

Webinar

2 CPE

Retirement Planning: Next Stage for You or Your Client

October 8, 2025
Webinar
2 CPE

Retirement Planning: Next Stage for You or Your Client

  • Instructor

    Tom
    Wilson

  • If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time
  • what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to...
  • Create a three step plan that allows you to be a more strategic and influential leader.
  • Practice increasing your confidence even in the most uncertain situations.
  • Determine your next step to build a supportive and engaging community around you.

Major Topics

The major topics that will be covered in this course include:
  • How to increase your visibility instead of flying under the radar.
  • Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.
  • How your inner critic operates and how to silence it.
  • How to build a network of community support and mentoring.
  • What impostor syndrome is and how it may be holding you back.

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Practice Management

Advanced Preparation

None

Intended Audience

A professional considering, planning or engaged in retirement for oneself or for one's clients

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 89 89
    Join

  • ASCPA Non-Member

    $ 139 139
    Your Price

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