Retirement Survival Guide Update - After Tax "Reform"

When:  Aug 21, 2019 from 14:00 to 15:00 (ET)
The August 2019 Tax & Estate Planning Knowledge Circle will be held on Wednesday, August 21st at 2 pm ET.

Tax & Estate Planning Knowledge Host Scott Bishop with STA Wealth will be presenting, "Retirement Survival Guide Update - After Tax "Reform"".

Many of you probably listened to Scott's Knowledge Circle session in July of 2018 where he shared his thoughts on his 2017 edition of his Retirement Survival Guide.  Scott is now in the process of compiling changes and updates related to the new Tax Cuts and Jobs Act Law and for those of you that missed the last webinar, the guide is structured to answer these questions for any retiree (with the thought that you must answer these questions to "survive" retirement):

  1. Am I ready to retire?
  2. How much annual retirement income will I need?
  3. Do I plan to work in retirement?
  4. Where will my retirement income come from?
  5. Am I “Planning for Retirement the R.I.T.E. Way®”?
  6. Should I change my investment plan or strategy?
  7. How do I plan for my retirement healthcare needs?

Scott Bishop has been working in the financial services industry since 1995.  In 2014, Scott joined STA Wealth Management, LLC (STA), as the Director of Financial Planning. Prior to joining STA, Scott was a founding partner at Sound Financial Solutions, L.P. and worked with Research Financial Strategies.  Throughout his career, Scott has focused on working with his clients to customize the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. In providing these services, our STA team utilizes a very comprehensive and customized approach that helps to assure that our client's planning and investment opportunities are identified and correctly addressed now and into the future.

Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Prior to his co-founding of Sound Financial Solutions, L.P., Scott worked as an auditor for Arthur Andersen & Co. L.L.P; as a senior accountant for Energy Development Corporation and PetroCorp Incorporated; as a registered principal for Government Securities Corporation and Coastal Securities L.L.P; and as a financial advisor for Sagemark Consulting (the successor firm to CIGNA Financial Advisors). 

Currently, Scott is a Certified Financial PlannerTM practitioner (CFP®) and a Certified Public Accountant (CPA).  Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants.  In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor’s Business Daily, Barron’s, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum.  Scott is also a member of the Houston Business and Estate Planning Council and is a member of Ed Slott’s Elite IRA Advisor GroupSM.

Scott has been active as a member of the American Institute of Certified Public Accountants (AICPA) and holds the Personal Financial Specialist (PFS) accreditation.  Also, he has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee and is a member of the Finance/Investment Committee. He was also recognized for excellence by being named the Young CPA of the Year for 2002-2003 by the Houston CPA Society. This award was given based on an open nomination of the membership and submitted to the Houston CPA Society board (with consideration to community service, activity within the Houston CPA Society and being in good standing with the Texas Society of CPAs).  Texas Monthly Magazine has also recognized Scott as a Five Star Wealth Manager from 2009 to 2012*.

Location

Online Instructions:
Url: http://zoom.us/meeting/register/221f103fc2db537766858a512be5123a
Login: Please register at the above link