Excellence Without Exhaustion: Tackling Perfectionism & Burnout 24-25

Overview

Inherited retirement accounts have changed’and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.

Highlights

• Leadership Development
• Firm Operations

Prerequisites

None.

Objectives

• Assess what obstacles are in your way of moving past perfectionism.
• Recognize the subtle signs of perfectionism that are often hiding in plain sight.
• Choose at least two tactics that you can implement right away that help to let go of perfectionism without compromising quality work.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.