Webcast: PFP Boot Camp: Retirement Planning and Employee Benefits (WBPFPRET16)
Tell a Friend About This EventTell a Friend

When: 11/21/2016
9:30 AM until 12:00 PM
Where: Webcast
United States
Presenter: Thomas N. Tillery, CFP, CLU, ChFC, CRPC, LUTCF

Online registration is closed.
« Go to Upcoming Event List  

Acronym WBPFPRET16
CPE 3 hours
Vendor AICPA
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of the area of retirement planning.
Who should attend Financial planners preparing for the PFS exam or who need a refresher on PFP skills
Members $139
CPA Non-Members $179

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. The employee benefits section covers Social Security programs, civil service group life, disability, dental and health insurance.


When you complete this course you will be able to:

  • Describe the retirement planning process
  • Describe the eligibility requirements and benefits available through Social Security, Medicare, and Medicaid
  • Understand the similarities and differences between pension and profit-sharing plans
  • Understand the similarities and differences between defined benefit and defined contribution plans
  • Understand the differences in funding, taxation, and asset security between qualified plans, tax-advantaged plans, individual plans, and nonqualified plans


  • Individual retirement plans
  • Employer-Sponsored retirement plans
  • Social Security, Medicare, and Medicaid