ACPEN; Internet Based CPE, developed in partnership with state CPA societies. National experts, quality production, easy and reliable internet delivery

Oklahoma Society of CPAs

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!


On-Site Group *

Individual Viewer *

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

Major Topics

  • 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.

PARTICIPANT COMMENTS

“A bit scary, but right for the times.”

“Timely and knowledgeable presentation.”

“Was not what I expected, but was more of what I needed.”

 

Produced By:

ACPEN Industry

Faculty

  • 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. 

CPE Credits: 4

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): Intermediate

Prerequisites: None

Advanced Preparation: None

Instructional Delivery Method: Group Internet Based

Course Registration Requirements: Online Registration

Designed For: CPAs, lawyers, anyone concerned about helping their clients or firm or family members with retirement issues

Course Developer: Frank Sanitate

Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com 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. anne.taylor@acpen.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

Course Materials

  • Workbook Coverpage
  • Workbook
  • Important CPE Credit Information_2012
 

Oklahoma Society of CPAs