Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

Clients rely on the CPA as the trusted advisor. John and Greg will discuss what CPA’s need to be aware of when advising clients that are near retirement – or retirees who have transitioned from an accumulation phase in their life to a distribution phase. John and Greg will discuss how clients can continue living a prosperous lifestyle and have viable options by using time segmented distribution planning strategies, low-ball forecasting, and a taking reality check.

*Disclaimer: This program is not intended or relied on to serve as legal, tax, and/or financial advice. For educational purposes only.

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs,and Speakers Bureaus.