PFP Boot Camp: Retirement Planning and Employee Benefits

Date: November 21, 2016 Time: 10:30 am - 1:00 pm EST CPE: 3 Format: Webcast
EVENT DESCRIPTION

This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.

The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. The employee benefits section covers Social Security programs, civil service group life, disability, dental and health insurance.

LEARNING OBJECTIVES
Upon completion of this webcast, participants will be able to:
Describe the retirement planning process
Describe the eligibility requirements and benefits available through Social Security, Medicare, and Medicaid
Understand the similarities and differences between pension and profit-sharing plans
Understand the similarities and differences between defined benefit and defined contribution plans
Understand the differences in funding, taxation, and asset security between qualified plans, tax-advantaged plans, individual plans, and nonqualified plans
MAJOR TOPICS
Individual retirement plans
Employer-Sponsored retirement plans
Social Security, Medicare, and Medicaid
EVENT DETAILS
CPE FIELD OF STUDY
Taxes (3 Credits)
INSTRUCTOR(S)
Thomas Tilery
PREREQUISITES
Basic knowledge of the area of retirement planning.
COURSE LEVEL
Intermediate
LOCATION
Online Webcast
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