Live Webinar

65-minute live streaming program
  • June 21
  • 1:00 - 2:05 pm EST

Pension Plan Facts and Myths - What You Need to Learn About Your Pension Plan

June 21

Separate pension myths from facts so you can retire when you want, how you want.

56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account. Many working in state institutions, universities, public schools, and first responders use a retirement package known as a pension. According to research, since 2017, only 16 percent of Fortune 500 companies offered a traditionally-defined benefit pension plan to new hires, a decrease from the 59% of that same group of employers that offered pensions in 1998. There are many issues with pension plans, from being underfunded to not providing enough income to meet retirement expenses. While there are some cons to pension plans, there are also some benefits – this course looks at both. If you are planning to retire or know someone ready to retire – you must attend this crucially important course.

Learning Objectives

  • You will be able to describe the differences between a pension and a traditional corporate plan.
  • You will be able to identify why your state pension might not be able to support you.
  • You will be able to discuss the pension myths from facts so that you can retire when you want, how you want.
  • You will be able to recognize the difference between pension and social security and how you get paid.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Learn the Differences Between a Pension and a Traditional Corporate Plan

Compare and Contrast Pension Plans Across the United States

Understand the Income Gap From Plan Benefits to Your Required Expectations

Analyze Why Your State Pension Might Not Be Able to Support You

Separate the Pension Myths From Facts so That You Can Retire When You Want, How You Want

Determine the Difference Between a Pension and Social Security and How You Get Paid

Learn How to Get Immediate Assistance and Make Proper Retirement Preparations

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.2 including Specialized Knowledge 1.2
     
  • Lorman Education Services 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 submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for all individuals across all professions.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Drew Stevens, Ph.D.

Drew Stevens, Ph.D.

Stevens Performance Group

  • Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
  • Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
  • His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
  • Has produced over $11 billion in revenue for organizations while always delivering to others
  • Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
  • Registered insurance professional and working actively towards his investment advisory certification
  • Well-known international keynote speaker and seminar producer
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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  • State Specific Credit Tracker
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Product ID: 409926
Published 2022
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