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CPA Retirement Solutions
(862) 201-5581
cparetirementsolutions.com

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Archived Webinars

MAXIMIZING SOCIAL SECURITY AS A FOUNDATION FOR RETIREMENT INCOME PLANNING
Recorded Date February 11, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
INTRODUCTION TO SMALL BUSINESS RETIREMENT PLANS
Recorded Date September 21, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, Small Business Owner