Course ID: CS-RSP

Retirement and Succession Planning (Controller Series)


While nearly 7 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is part of a series of short courses that will explore key economic, personnel, and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come.

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
  • At the conclusion of the course, the student 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

DESIGNED FOR
CPAs, industry accounting and finance staff, C-level corporate officers

PREREQUISITES
None

COURSE PRODUCER
Business Learning Institute

CPE CREDITS
1.0

LEVEL
Basic

This course is available to be scheduled as:

Group Live On-Demand
 

Let's Roll!

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Or, contact BLI: 888-481-3500 or learn@blionline.org