Category: Retirement Savings and Income Planning (page 1 of 2)

2020 Year-End Tax Planning Opportunities

About the speakers: Hratch J Karakachian, CPA, ESQ, is a senior adjunct faculty member at California Lutheran University School of Management.  He has been teaching in the MBA in Financial Planning Program since 2013.  He has taught Principles of Estate Planning, Income Tax and Strategy, Managerial Accounting, and Foundations of Accounting and Finance courses. Hratch […]

Get Out Of Debt and Save (GOODS)

Have you ever wondered where your hard-earned money went? How satisfied are you in reaching your financial independence? California Lutheran University has a not-for-credit course in Introduction to Personal Finance. The course is designed for working adults to enhance their financial journey. The course provides an overview of the financial journey and necessary tools in […]

Planning in a Pandemic: What Your Clients Should Do Now?

Discussion topics will include strategies that enable clients to take advantage of the current depressed asset values and low rates, the value of growth of assets outside of the federal and state (if applicable) estate tax, the benefit of paying taxes on behalf of a grantor trust and implementation considerations when making the gift. Key […]

WIFS Enhancing Retirement Success Rates In The United States

WIFS – Los Angeles Chapter Meeting: Enhancing Retirement Success Rates In The United States How successful are U.S. retirees at sustaining assets from retirement to death? What retirement strategies will enhance their ability to live a successful retirement? Come learn from: Dr. Chia-Li Chien, PhD, CFP, PMP Assistant Professor & Director of Financial Planning Program […]

Federal Income Tax returns & Business Stimulus Package

Join Hratch J Karakachian, CPA, ESQ  and  Chia-Li Chien, Ph.D., CFP®, PMP®  to discuss the recent Stimulus Package. First, we’ll discuss the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Then Dr. Chien will talk about […]

Entrepreneur? Business Owner? You Face More Complex Retirement Planning

Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More Complex Retirement Planning. TheStreet: Retirement Daily.

SECURE Act: What do you need to know?

Dr. Chien will interview Hratch J Karakachian, CPA, ESQ about SECURE Act. What you need to know to help your clients and CFP exam? Attorney Karakachian is a senior adjunct faculty member at California Lutheran University School of Management.  He has been teaching in the MBA in Financial Planning Program since 2013.  He has taught Principles […]

Enhancing retirement success rates in the United States

Enhancing Retirement Success Rates in the United States  As college students, we have barely started our careers, let alone started thinking about them ending and our retirement. But, should we start thinking about it now at such a young age? Well, I think we should educate ourselves and start thinking about it. If we spend […]

How to Leverage FinTech in Your Firm? – Jeffrey Lang, PhD candidate, MS, CFP®

Jeffrey Lang discusses the use of financial technology and the development of it in the financial workplace.

What is Social Security?

Learn what Social Security is, how it works and what is predicted for the future from a college student to another college student.

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