Retirement Planning: Will I Ever be Able to Retire?

Date: Tuesday, June 19, 2018
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Jason Ditto, TriBridge Partners
Objective(s):
Many professional are wondering if they can ever retire and what retirement will look like. We will examine these questions looking at how individual’s responsibility for planning is changing and exploring the challenges and opportunities. Finally, we will review a case study showing the interdependence of several variables with long term planning.
• Discuss the evolving field of financial planning
• Review the current statistics
• Examine the solutions
• Review sample case studies
Field of Study: Specialized Knowledge
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

Many professional are wondering if they can ever retire and what retirement will look like. We will examine these questions looking at how individual’s responsibility for planning is changing and exploring the challenges and opportunities. Finally, we will review a case study showing the interdependence of several variables with long term planning.

After this course you should be aware of the steps that each individual show take in their financial life. You will learn how to prioritize your goals, take inventory of where you currently are and determine if you are on-track to meet your goals

Presenter and Moderator Bios
Jason L. Ditto, CFP®, MBA
Director of Investments and Financial Planning Division, Tribridge Partners

Jason works in the Individual Services Division at TriBridge as the Director overseeing a highly trained team of financial planners, advisors, and staff. Jason also handles direct client work for many of our complex asset and wealth management clients. He brings value to his clients by providing them with a framework within which to make financial decisions without imposing personal prejudices.

Jason’s strong background in finance and his affable style facilitate his communication with clients about financial markets and the risks and rewards of investing. He is a CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™, FINRA Series 7, 24, 66 licenses and has a Master’s in Business Administration, Concentration in Finance, Merrick School of Business, University of Baltimore.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA webinar?
An CPAFMA webinar is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA webinar?
Your webinar will have one or more speakers who are recognized experts on the topic. Webinars typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Webinars qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA webinars?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA webinars are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for webinar. PCPS members should indicate their membership when registering.