CPE Round Tables Lunch and Learns 2024
Savvy Medicare Planning September 4th
Most baby boomers will face a health care financial crisis in retirement because of inadequate or faulty knowledge of Medicare basics.
This one-hour educational workshop will begin with an overview of Medicare and end with a discussion of long-term care. It will acquaint CPAs with the way health care works for retirees, and how they can help clients plan for health care expenses and transition smoothly into retirement.
At this workshop, you will learn:
- How Medicare enrollment periods work — and what you need to do to avoid late-enrollment penalties for clients.
- How much clients can expect to pay in health care costs after going on Medicare.
- How Medicare works with private insurance to provide comprehensive coverage.
- Why most people pay too much for private insurance and how you can help clients avoid excess costs.
- Why planning for higher health care costs in retirement is essential — including the possibility of long-term care.
Savvy Cyber Security October 2nd
Data breaches, computer hacks, phishing, and more. Identity theft is one of the fastest growing crimes. Learn the top ten tactics used by fraudsters and the ways you can protect yourself, your family, your clients, and your business today.
This one-hour workshop will acquaint CPAs, attorneys, and other professionals with cybersecurity principles designed to stop the most common cybersecurity threats. CPAs may earn up to one hour of CPE credit for attending this educational presentation.
After completing this course, you will know:
- The top 10 identity theft threats you face and the actions you must take to stay safe
- Three mindsets that will boost your cybersecurity
- How an email address can protect your financial accounts
- The four ways to protect your wireless network from hackers
- How to beat the password paradox
- One action that will keep hackers out of your finances and your life
Linkedin for CPAs and Attorneys November 6th
Leverage your flow of prospects and new clients through a productive LinkedIn marketing strategy!
This one-hour workshop will acquaint you with 13 easy-to-implement LinkedIn techniques on how to build an online presence, augment your reputation in your niche market, develop new business and win referrals. Knowing how to use these LinkedIn features effectively will put you in a position to strengthen your relationships with clients and business associates.
After completing the Workshop, you will know:
- How to find ideal clients for your firm and/or target market
- How to create a standout profile that differentiates you from your competitors
- 3 key LinkedIn search tools to help you find and contact potential clients
- How to follow up on new connections
- How to efficiently integrate LinkedIn into your marketing strategy
Tapping into Retirement Accounts December 4th
How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax, legal, and investment implications.
This one-hour roundtable event will bring together financial advisors, CPAs, attorneys, and other local professionals for a "working lunch" to share expertise on how to tap into retirement accounts and build a sustainable asset withdrawal strategy for retirement.
After completing the Roundtable, you will know:
- The ultimate purpose of retirement income planning
- The 4 biggest risks clients face in retirement
- 4 approaches for designing a retirement income plan
- Transition planning: When to take distributions & liquidate assets
- How to customize income solutions for each client