National Registry of CPE Sponsors

National Registry of CPE Sponsors

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Retirement Planning Basics

Apr 09, 2025 by: Professional Education Services, LP Professional Education Services, LP

14 CPE Hours
Full Course Price: $89.50    
Formats: Hard Copy and PDF

This basic course will assist you in managing and optimizing a 401(k), balance retirement savings with other financial needs, and set up pensions and insurance. It will guide you through the journey of all things retirement related including information on the SECURE Act, the latest withdrawal rules, HSA rules, and self-employment considerations.

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