New in 2013!
The ACPEN Signature Series™ schedule for 2013 is now online! These courses are the flagship CPE events of ACPEN. Signature Series™ courses, beginning in May each year, continue monthly throughout the year. Each showcases important and timely CPE topics, using enhanced production techniques, delivered by panels consisting of national experts, practitioners, and representatives of regulatory and standard setting bodies. To see what courses are included in the Series this year, please click on the ACPEN Signature Series category below. Signature Packages will be available soon along with ouy newly redesigned catalog!
May 30, 2013 8:00pm CDT
Jun 29, 2013 1:00pm CDT
Jul 30, 2013 4:00pm CDT
Sep 7, 2013 9:00am CDT
Oct 8, 2013 8:00pm CDT
Nov 30, 2013 1:00pm CST
Dec 12, 2013 4:00pm CST
Rebuilding a Successful Retirement
Length: 4 Hours
CPE Credits: 4
Course Catalog Description:
What does retirement "Success" look like? Is it mere idleness? Endless projects? Futzing in the garden or basement? Playing with the grandkids? Part-time work? Worrying about your portfolio? Arts and Crafts? Restoring muscle cars?
Many CPAs and other financial professionals and their clients spend more time planning a vacation than they do planning on how they'll live out the retirement decades of their lives.
This class assumes that a majority of the professional "Boomer," Gen X, Gen Y, and Millennial segments of our population have concerns about retirement, and in the non-financial as well as the financial aspects of retirement.
Mr. McGowan, a former lawyer, stockbroker, fund raiser, corporate trainer, and current writer, has been semi-retired for almost 12 years, and enjoys it.
A portion of this workshop will consist of writing excercises
- The class aims for a "balanced diet" approach, and covers four areas:
PHYSICAL: Managing time & stress; the requirements of exercise and diet
Home, community. Checklist: move or stay where you are?
MENTAL: *Financial rebuilding in our today's investment era
Intellectual" activities; education; transitional work
EMOTIONAL: Love and family. Humans are social.
What are your recreational, entertainment, and hobby interests?
SPIRITUAL: Spirituality and religion, volunteering and contributing
Artistic activities, music, writing, and creativity generally.
“A bit scary, but right for the times.”
“Timely and knowledgeable presentation.”
“Was not what I expected, but was more of what I needed.”
- Michael McGowan JD, CFP®
Michael McGowan JD, CFP®, has worked and taught in the financial services industry for more than 31 years as a stockbroker, Registered Investment Advisor, and trust portfolio manager at Santa Barbara Bank and Trust, where he managed over $150 million of other people’s money. A Certified Financial Planner® since 1991, Mr. McGowan has written a quarterly Personal Finance column for the American Bar Association Journal. As the Director of Training for Financial Investment Network Corp., he helped create and deliver ground-breaking investor education programs for 401(k) plan participants.
A graduate of Hastings College of the Law in San Francisco, Mike McGowan is a one-time baccarat dealer, and former deputy district attorney. He taught business law, labor law, and Taxation and Financial Planning for theUniversity ofMaryland European and Asian Divisions inGermany,Turkey, and Japan.
Mr. McGowan has offered investment education to CPA Societies and Bar Associations for 19 years, as well as to American Hawaii Cruise Lines, Bank of America, Goodyear, Money Magazine, the National Committee on Planned Giving, the Chautauqua Institution, Santa Barbara City College, the Church of Religious Science, City of Hope National Medical Center, the Aspen Institute, the Las Vegas Gold Show, the Pasadena and Los Angeles Chapters of the American Association of Individual Investors, and one funeral parlor. Mike’s second book, Financial Foghorn's Guide to Gold (2008), is available at his website, www.financialfoghorn.com. Mr. McGowan is currently a private trustee, but he does not sell asset management. He sells books and investment education.
Learning Objective 1:
Better prepare for the financial challenges of retirement
Learning Objective 2:
Understand the physical, emotional and spiritual issues beyond work
Field of Study 1:
Finance (2 hours)
Field of Study 2:
Personal Development (2 hours)
Program Level (Basic, Update, Intermediate, Advanced, Overview):
Instructional Delivery Method:
Group Internet Based
Course Registration Requirements:
CPAs, lawyers, anyone concerned about helping their clients or firm or family members with retirement issues
Please contact the ACPEN help desk - 1-800-747-1719 or firstname.lastname@example.org if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Complaint Resolution Policy:
Please contact Anne Taylor for any complaints. email@example.com, (972-377-8199).
Official Registry Statement:
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
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- Important CPE Credit Information_2012
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