Free Consumer Webcast from AICPA: Design the Retirement That Fits Your Needs - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
April 20, 2017 Newswires
Share
Share
Post
Email

Free Consumer Webcast from AICPA: Design the Retirement That Fits Your Needs

Targeted News Service (Press Releases)

NEW YORK, April 18 -- The American Institute of Certified Public Accountants issued the following news release:

The first steps in mapping out your journey to retirement is knowing where you are and deciding where you want to go. As a part of the 'Take Charge: Your Money. Your Life.' series, 360 Degrees of Financial Literacy and the AICPA's Personal Financial Planning Section are offering a free consumer webcast on Thursday, April 20 from 12:00 PM to 1:00 PM ET. CPA financial planner David Stolz, CPA/PFS will teach consumers how to chart their own path to retirement using their tax returns as a guide.

In this plain-English financial literacy webcast, listeners will learn:

* How to use a tax return to provide a 360-degree view of your finances. A tax return is essentially an itemized bill for the past year. It shows important details about your current cash flows that can help you assess your current situation and plan for the future.

* How to design the lifestyle you want through tracking and monitoring spending/expenses. Examples will be provided to help inspire consumers to come up with their own system of identifying and monitoring expenses that fits their needs/style.

* The positive aspects of budgeting and how to make it work for you. Planning ahead is an important step toward finding peace of mind about money matters.

* How to plan for retirement spending. If you want to maintain your current lifestyle in retirement, how much (in today's dollars) will you need to do that?

* And more ...

WHAT: 2017 Taxes: Start Your Financial Plan Here.

WHO: David Stolz, CPA/PFS

WHEN: Thursday, April 20, 2017, 12:00 PM - 1:00 ET

HOW: Reporters and the public can register online here (https://event.on24.com/eventRegistration/EventLobbyServlet?target=registration.jsp&referrer=&eventid=1394706&sessionid=1&key=676BDB0886BEF7B9247F680E877A884D(R)Tag=&sourcepage=register).

Older

Report Warns Connecticut Environment At Risk From Climate Change, Trump Policies, State Cuts

Newer

SBA Offers Disaster Assistance to California Small Businesses Economically Impacted by the January Severe Storms and Flooding

Advisor News

  • How life insurance can provide liquidity for wealthy families
  • Retirement providers turn to digital engagement to retain assets
  • Looking out for clients with diminished mental capacity
  • House panel advances CLEAR Forms Act backed by IRI
  • Modifying life insurance based on evolving needs
More Advisor News

Annuity News

  • AM Best to Deliver Presentation at 2026 ACLI Annual Conference
  • Global Atlantic Announces Launch of ForeLifetime Income, a New Fixed Index Annuity
  • A-Cap strikes back with lawsuit accusing SC regulators of sloppy process, leaking secrets
  • AM Best to Discuss Its Views on Private Credit Surge and Risks at 2026 NAIC/NIPR Insurance Summit
  • OID recovers $260M in life insurance benefits
More Annuity News

Health/Employee Benefits News

  • New Type 2 Diabetes Study Findings Reported from University of Houston (Adherence in initiators of combination therapy among drug-naive patients with type 2 diabetes: A real-world study using group-based trajectory modelKey Points): Nutritional and Metabolic Diseases and Conditions – Type 2 Diabetes
  • Recent Findings in Cancer Described by Researchers from Washington University (Adapting a Cancer Cost and Health Insurance Tool for Implementation: Rapid Qualitative Analysis): Cancer
  • Briner: Wake Med, Atrium Health merger threatens State Health Plan solvency
  • Trump administration cancels insurance for 760,000, alleging fraud
  • CMS places temporary moratorium on new ACA agent registrations
Sponsor
More Health/Employee Benefits News

Life Insurance News

  • 3 in 4 Americans Think Market Highs are Unsustainable, Allianz Life Study Finds
  • Judge: Class action against State Farm over PHL life policies can proceed
  • AM Best Downgrades Credit Ratings of A-CAP Group Members; Maintains Under Review With Negative Implications Status
  • Protective Research Identifies Two Critical Relationship Risks During the Great Wealth Transfer
  • AM Best to Deliver Presentation at 2026 ACLI Annual Conference
Sponsor
More Life Insurance News

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Press Releases

  • Lauren Sinnott Named to Ragan’s Top Women in Marketing Awards, Class of 2026 
  • Classic Car Insurer OpenRoad Insurance Expands to 40 U.S. States in Two Years
  • How Aspire General Turned an Early Technology Bet Into Claims Automation at Scale with Kyber
  • Adjusto launches AI-Native contents claims services powered by its technology platform
  • URL Insurance Group Celebrates 40 Years of Service, Growth, and Industry Leadership
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.