4135  |  On Demand  |  Intermediate  |  Self-Study

Analyzing Client Retirement Data

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

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Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning, and Integration with other areas of PFP.

Personal financial planners have numerous techniques available to estimate what financial independence looks like in their client's personal financial plan. This course will look at several of these techniques; as well as address taxation and income tax planning issues and strategies, and the integration of financial independence planning with other areas of personal financial planning.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").


Recall the definition of inflation. Calculate the required beginning date for an IRA distribution. Distinguish between longevity and mortality risk. Distinguish among the various models for financial independence. Identify the most appropriate security for a tax-qualified account. Identify gifts that are not tax-qualified. Recall the requirements of a qualified charitable distribution. Recognize a trust that provides asset protection for heirs.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

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


Key assumptions and risks Modeling techniques Taxation and income tax planning, and Integration with other areas of PFP

Your Price: $99.00

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

Members log in and save $20.00 on this event. Not a member? join today.


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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