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Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar. We also had the privilege of sponsoring a retirement celebration for Jay McKinstrey, a long-time friend of Sam, Zachs former football coach, and a beloved leader in our community.
He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.
This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?
These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning. Get in touch to get an insight into the CFP course details.
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age. What can accounting majors do to prepare for the current job market?
To minimize your tax liability, its important to document every business expense, such as: Travel : airfare, lodging, rental cars Professional fees : licensing, malpractice insurance Education : continuing medical education or certifications Note: Record all expenses associated with your work as an independent contractor.
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age. What can accounting majors do to prepare for the current job market?
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