Register now for our 2019 Annual Employee Ownership Conference

Are you an NCEO member? Learn more or sign up now.

Home » Webinars »

LIVE WEBINAR

(Group-Internet Based)

Retirement Insights & Answers

February 19, 2019 (9:30 am-10:30 am Pacific)

About This Meeting

The Retirement Answers and Insights Webinar was not recorded due to compliance issues. Handouts for the presentation are available.

Today's Webinar will help you address an important decision — what to do with your retirement plan assets when you retire or leave your job. This is money you've worked hard to save, and it's important that you handle your plan in the way that can most benefit your financial future. In addition, your plan may provide additional options such as installment payments or annuities that are not discussed here. You should consult with your plan administrator regarding any such options.

Learn Objectives:

1. What is today's retirement reality, and why it's important for you to understand what that looks like
2. What are the advantages and disadvantages of your retirement plan distribution options
3. What special considerations may affect your decision
4. What will be your next steps

Add This Webinar to Your Calendar

If you use a Microsoft Outlook calendar or another calendar that can import iCalendar events, click the button below to add this Webinar to your calendar.

Add to Calendar

Presenter

Keith Apton

presenter photologo

UBS

Keith has nearly 17 years of experience in the financial services industry with an extensive background in corporate finance. As the founding partner of the Capital ESOP Group, Keith leverages the resources and intellectual capital of UBS to assist his clients and their families with creating personalized financial solutions that take into consideration all aspects of 1042 cash flows. His total participation in ESOP transactions has exceeded $2 billion in transaction value across various sectors and industries. He is a member of the National Center for Employee Ownership as well as the finance committee for The ESOP Association

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information, please contact Andrea Johnson at 510-208-1309 or ajohnson@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Andrea Johnson within the next 2 weeks.

CPE Credit

The National Center for Employee Ownership (NCEO) 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: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

IRS Credit

The National Center for Employee Ownership (NCEO) is registered with the IRS as an approved provider of continuing education credit. This program provides 1.00 hour of IRS credit for Enrolled Retirement Plan Agents. Programs listed in other areas of our Web site are not approved for continuing education credit for Enrolled Retirement Plan Agents. Attendees must provide a PTIN with their registration in order to obtain IRS CE credit. Continuting education credit is not mandatory for tax return preparers.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.