This session was designed to help CPAs plan for retirement and succession.
Learning Objectives
- Identify the key financial, health, and lifestyle factors that contribute to a thriving retirement.
- Develop a comprehensive roadmap to achieve retirement goals.
- Create a personalized plan for a rewarding retirement.
Major Topics
- What are the secrets to thriving in retirement?
- How do you get there?
- How do you make retirement years rewarding?
