November 18, 2025

Webinar

2 CPE

Retirement Planning: Next Stage for You or Your Client

November 18, 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 short daily routine that will increase your energy and focus.
  • Identify the obstacles that get in the way of you investing in your mental health.
  • Practice setting boundaries at work and home so you can focus on your priorities.

Major Topics

The major topics covered in this course include:
  • How to recognize burnout and evaluate where you are on the burnout scale.
  • How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.
  • How mindfulness can reduce stress and save time.
  • Silencing the critical inner voice.
  • Tools to help you become more attuned to your needs and emotions.
  • How attending to and regulating your nervous system impacts your mood and well-being.

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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