• Presenter: Derrick Alexander, Managing Partner and Lead Financial Advisor, Greater Works Wealth

• Topic: The State of Retirement in America

• Program Description: Derrick Alexander will walk you through the current savings gap in retirement for America and the potential solutions being created to solve that shortage. He will discuss how utilizing and enhancing your knowledge in 401(k) plans will become a growing need advisor will need to know more about. CPAs will walk away with information on how their clients will potentially be affected by new laws and ideas on taking advantage of planning opportunities.

• Format: Online Live Group

• CPE Credit: 1 hour

• Field of Study: Finance

• Program Knowledge Level: Basic

• Prerequisites: None

• Learning Objectives:

  • The current projected retirement gap
  • What state mandated retirement plans are
  • How much can be saved utilizing profit-sharing in a 401(k) plan and the best plan design
  • The 2023 and 2024 tax credits for starting a new plan
    
    
    

• Speaker Bio:  Derrick Alexander is a Tulsa native who graduated from Booker T Washington High School and received his degree from the University of Tulsa. After graduation he had the opportunity to try out for a couple of teams in the NFL (Redskins and the Rams). After an injury, he found himself headed back home. His experiences during that brief time and his natural curiosity in finance drove him into the profession. He found his passion in working with business owners and plan participants to improve their retirement plans and tax mitigation strategies. He enjoys time with his family and fostering relationships with his clients that go beyond finance.

• Refund Policy: Full refund by original method of payment if cancellation received by 4pm on the Friday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].