The Changing World of Retirement Planning: A New Blueprint for Success


COURSE REGISTRATION

FREE

CPE Credits: 4.0

Field of Study: 4 – Specialized Knowledge

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Course Level: Basic

Who Should Attend: CPA – small firm, CPA – medium firm, CPA – large firm, Bookkeeper, Small Business Owner

Prerequisites: None

Advanced Preparation: None

Description

A secure retirement starts with a smart design, and in today’s shifting economic environment, that means rethinking the old rules. The New Retirement Blueprint is a comprehensive course designed for individuals who want to build a modern retirement plan that reflects today’s financial realities.

Many retirees and pre-retirees still rely on outdated models created for a different time—when pensions were widespread, Social Security felt reliable, and lifespans were shorter. But with market volatility, rising tax rates, and longer retirements, a new strategy is needed. This course introduces a fresh, strategic approach to retirement planning that helps you design a resilient income strategy, minimize risks, and prepare for future challenges.

During this session, you’ll explore how to compare traditional vs. modern retirement models, identify hidden risks, and implement proactive tools—like annuities for guaranteed income and LIRPs (Life Insurance Retirement Plans) for tax-advantaged savings—to build a secure foundation. You’ll also learn how to optimize your income through Roth conversions, tax-aware withdrawal planning, and diversified income structures designed to support long-term sustainability.

Whether you’re approaching retirement or already navigating it, this course will equip you with a retirement blueprint built to endure today’s economic uncertainties and tomorrow’s unknowns.