$200.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
4 Credits: Taxes
Event Date: November 25, 2025 9:00 am PT
Course Level
Basic
Format
Live Webcast
Course Description
This CPE course provides an in-depth exploration of key aspects of retirement planning, including Social Security, Medicare, working as a senior, retirement distributions, and essential tax strategies. Participants will learn to navigate the complexities of Social Security and Medicare, assess the financial implications of continued employment in later years, and develop tax-efficient retirement distribution plans. The CPE webcast equips attendees with the knowledge to create a comprehensive and secure retirement strategy tailored to their unique needs and circumstances.
Learning Objectives
Upon completion of this course, participants will be able to: Understand the eligibility criteria and benefits of Social Security and Medicare to make informed decisions about retirement. Evaluate the financial and tax implications of continuing to work beyond traditional retirement age. Develop a tax-efficient retirement distribution plan that aligns with individual financial goals. Identify and apply key tax strategies to optimize retirement income and minimize tax liability.
Course Specifics
LIVE-WEBCAST-429876
None
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …
Related Courses
-
Business Management & Organization
Ditching the Spreadsheets: How to Transition to a Scalable Practice Management System
Alison Garcia
Live Webcast
May 20, 2025 2:00 pm ETCredits: 1 $0.00 -
Taxes
Mellow Money: A Virtual Cannabis Tax Conference
Jane Ryder, EA, CPA Live Webcast
July 16, 2025 10:00 am ETCredits: 4 $129.00 -
Business Management & Organization
15 Missteps for Startup/New Business Organization Techniques
Bogdan Constantin& Jane Ryder, EA, CPA& Sharon Kreider, CPA Live Webcast
August 15, 2025 8:00 am ETCredits: 4 $200.00