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Technical

Retirement Planning - Advising Clients on Avoiding Common Missteps and Mistakes

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Ted Sarenski | Free | AICPA | 18 Aug 2015 | AICPA.org

Process, taxation & strategies
Intermediate
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In this podcast, Ted Sarenski, CPA/PFS addresses common missteps and mistakes that clients make in planning for retirement and how CPA financial planners can advise clients to mitigate these regardless of the stage of life their clients are currently in.

Topics covered:

Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate

Technical

Retirement Planning - Advising Clients on Avoiding Common Missteps and Mistakes

Comments/Reflections

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