4131  |  On Demand  |  Intermediate  |  Self-Study

Personal Financial Planning Retirement Planning Certificate and Exam

Friday, May 1, 2020 - Friday, April 30, 2021

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The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients.

Instructors

  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.


Highlights

The Retirement Planning Process Governmental and Employer Retirement Plans Personal Retirement Investments, Income, and Expenses Analyzing Client Retirement Data Creating, Implementing, and Monitoring the Plan Elder and Special Needs Planning


Your Price: $669.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $140.00 on this event. Not a member? join today.


Instructors

Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).


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