In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your clients are facing as they approach retirement age, including the obstacles and your role as their CPA adviser in helping them overcome them. She answers the questions:
What’s the one thing that matters most in retirement planning?
What trends in the retirement and personal obstacles are your clients facing that prevent them from saving for retirement?
What can you do to help your clients overcome the challenges they are facing?
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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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