Controller Series: Retirement and Succession Planning

Description

While nearly 7 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is part of a series of short courses that will explore key economic and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come.

This one hour course will examine and walk-through key issues related to retirement planning and Social Security solvency. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk of improper retirement planning on industry, particularly if employees approaching retirement discover they can’t afford to retire.

Learning Objectives
  1. At the conclusion of the course, the student will be able to:
  2. Identify the potential concerns about retirement planning
  3. Identify funding concerns and potential solutions regarding Social Security
  4. Identify retirement planning recommendations for the organization
Major Topics
  1. Employee programs
  2. Issues related to succession planning
  3. Retirement planning and Social Security
  4. History of Social Security
  5. Social Security funding needs
  6. Funding shortfalls
Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
Business & Industry
CPE Field of Study
Administrative Practice*
1
Who Should Attend
CPAs, industry accounting and finance staff, C-level corporate officers
Instructor(s)
Frank Ryan
Location
Online Webcast
Register Now
When
Oct 24, 2017
10:00 am - 11:00 am EDT
Location
Online Webcast
Total CPE Credits
1
Format
Webcast
Instructor
Frank Ryan

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Controller Series: Retirement and Succession Planning


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