National Institute for Excellence in Professional Education, LLC

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Core

		Surgent McCoy's Guide to Wall Street Investments & Their New Tax Implications (GWSI)
		Everything You Need to Know About Retirement Plan Distributions (CRPD)
		Determining How Much Money you Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM)
		What Every CPA Should Know About Life Insurance Products and Planning (CIPP)
		Small Business Retirement Plan Review: New Roth 401(k)s, KEOGHs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs (SBRP)

Electives

		What Every Professional Should Know About Elder Care Planning (CECP)
		Determining How Much Money you Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM)
		Social Security and Other Retirement Benefits: What Every Baby Boomer Needs to Know Now. (SSRB)
		Surgent McCoy’s Guide to Designing and Administering the New Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans (RTSC)
		Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs (CIRA)
		Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling (REDZ)

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Certified Specialist in Estate Planning | Certified Specialist in Retirement Planning

National Institute for Excellence in Professional Education (NIEPE)
237 Lancaster Avenue
Suite 7500
Devon, PA 19333
(610) 688-4574