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Technical

Practical Planning for Cash Flows and Withdrawal Strategies in Retirement Logo aicpa

  James Shambo, Michael Goodman, Lori Luck, David... |   Free |   AICPA |   05 Aug 2015 |   AICPA.org
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In this archived webcast, a panel of CPA/PFS credential holders will discuss practical planning tips for addressing cash flows and withdrawal strategies for and in retirement.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Withdrawal & distributions, Foundational
  • Personal financial planning: Technical: Retirement planning: Withdrawal & distributions, Intermediate

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