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CFO/Controller Series: Retirement and Succession Planning

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.

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
Business Management & Organization
1
Who Should Attend

CPAs, industry accounting and finance staff, C-level corporate officers
Instructor(s)
Frank Ryan
Location
Online
Event Information
When
Oct 8, 2018
4:00 pm - 5:00 pm EST
Location
Online
Total CPE Credits
1
Format
Webcast Replay

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$ (% off)
$35.00

NON-MEMBER

$ (% off)
$45.00
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CFO/Controller Series: Retirement and Succession Planning

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