Complete Retirement Guide

Online Webcast

Credit Hours: 4

By: Bob Jennings CPA, EA

IRS Number: 5KBKR-T-00476-17-O
Event Description:

Business Pension Plans:
This course (updated for 2017) covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE and much more!

IRAs, Roths, and Conversions:
This course covers all forms of IRAs including the history of IRAs, prohibited transactions, rollover IRAs and much more with the latest 2017 amounts.

Retirement Distributions, Penalties and Rollovers:
This course covers early distributions, penalty exceptions and much more!

Attendee Requirements

THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webcast with a Live Moderator to answer your questions.

have a high speed internet connection, speakers connected to your computer and monitor.

GROUPS - PROCTORS - If you have
more than 1 person REGISTERED for the streaming webcast and all would like
to watch from the same computer, please complete the Proctor Form and return
to us after completion of the webcast in order to receive proper CPE credit.
A CPA must attest to the attendance of each person. The CPA does not have to
be in attendance of the webcast, just attest that the persons on the form have
attended. Proctor Form
(Word doc) Proctor From

DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.

FAQ - Visit our FAQ
page for more answers regarding our Streaming Webcasts.

PLEASE NOTE: All streaming seminars times listed are Eastern Time Zone. Please adjust to your time zone.


Fees and Schedule

This Jennings Sponsored Internet-Live seminar begins promptly at stated time, will break for lunch, have 2-10 minute
breaks and end promptly at the stated time.


  • 8:00-10:00 120 minutes

  • 10:00-10:10 Break

  • 10:10-12:15 125 minutes

  • 12:15-1:00 Lunch

  • 1:00-3:00 120 minutes

  • 3:00-3:10 Break

  • 3:10-4:00 50 minutes

    Attendees must answer 75% of all polling questions given during the day to obtain
    the full hours of CPE Credits.

    Cancellation, Transfer and Refund Policy

    Registration fees will be refunded in full for up to 30 days in advance of the
    seminar. Registrations cancelled between 1-30 days prior to the seminar date
    are subject to a $50 cancellation fee. For more information regarding administrative
    policies, complaints and refunds please contact us at 877-466-1040 or visit A 30-day money back guarantee applies to all self-study
    Please call us at 877-466-1040 for auxiliary aid needs.

    Continuing Education

    Jennings Advisory Group, LLC is registered with the National Association of
    State Boards of Accountancy (NASBA) as a sponsor of continuing professional
    education on the National Registry of CPE Sponsors. State boards of accountancy
    have final authority on the acceptance of individual courses for CPE credit.
    Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
    NASBA Sponsor #108251

    This Internet-Live seminar carries the above mentioned hours of CPE credit,
    based upon a 50 minute contact hour. All Jennings Advisory Group seminars have
    been designed to comply with the Statement on Standards for Formal Group Study
    Programs published by the American Institute of Certified Public Accountants
    and the National Association of State Boards of Accountancy and to comply with
    CPE accreditation standards in the states in which they are held.

Event Details
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   December 28, 2017
Time:   12:00 PM    Add to Outlook
Contact Information
Speaker Bio(s)
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Bob Jennings CPA, EA

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

Samantha Zarantonello
812-288-1513 or 877-466-1040


Event Objective
Business Pension Plans: Upon completion of this course, the student should be able to: · Compare and contrast different types of retirement plans and discuss top heavy rules with clients; · Provide clients with detailed information about defined contribution and defined benefit plans; · Define SEPs to clients and summarize advantages and disadvantages of these plans; · Define SIMPLE plans to clients and summarize advantages and disadvantages of these plans; IRAs, Roths, and Conversions: Upon completion of this course, the student should be able to: · Compare and contrast traditional deductible, traditional non-deductible, and rollover IRAs with clients; · Define contribution limits and deductions phase-outs to clients. Retirement Distributions, Penalties and Rollovers: Upon completion of this course, the student should be able to: · Define early distributions · Define associated penalties · Define exceptions for clients.

Field of Study


Event Level

NASBA Category