Controller Series: Retirement and Succession Planning

Online Course Available 24/7 CPE: 1.0 Format: On-Demand
COURSE DESCRIPTION

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.

Improve your strategic financial leadership, learn more about MACPA’s Controller Series.

LEARNING OBJECTIVES
Upon completion of this course, participants will be able to:
Identify the potential concerns about retirement planning
Identify funding concerns and potential solutions regarding Social Security
Identify retirement planning recommendations for the organization
MAJOR TOPICS
Employee programs
Issues related to succession planning
Retirement planning and Social Security
History of Social Security
Social Security funding needs
Funding shortfalls
COURSE DETAILS
PROFESSIONAL AREAS OF FOCUS
Business & Industry
CPE FIELD OF STUDY
Business Management & Organization (1.0 Credits)
WHO SHOULD ATTEND
CPAs, industry accounting and finance staff, C-level corporate officers
INSTRUCTOR(S)
Matthew Ryan Frank Ryan
COURSE LEVEL
Basic

MACPA MEMBER


$ (% off)
$35.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$45.00
Price includes $xx early registration discount(s) - expires xx/xx
REGISTER FOR THIS COURSE
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