ASHA CEUs: 0.10
Format: On Demand Webinar
Language: English
Dates: 3/16/2025 to 12/31/2025
Ages: All Ages
Intended Audience
This course is designed for Speech-Language Pathologists and Audiologists across diverse clinical settings, including schools, hospitals, clinics, private practices, and independent contractors.
As an introductory-level course, it offers valuable insights for professionals at all career stages—early, mid, and late. It also provides guidance for those considering a transition between job settings.
Course Overview
Speech-Language Pathologists and Audiologists navigate diverse retirement plan options, which can be a substantial or minor part of their compensation. Investment choices vary greatly. These benefits help save for the future, potentially reduce taxable income, and can influence decisions on which practice setting to work in, but education on these plans is often limited.
Learning Outcomes
Upon completion, you will be able to:
- Describe which type of retirement plan(s) different Speech-Language Pathology & Audiology practice settings are likely to have
- Describe the benefits and limitations of these plans in each of these practice settings
- Describe the likely investment choices available to Speech-Language Pathologists and Audiologists within each practice setting’s plan type
Contents
- Introduction (5:49)
- Retirement Plan Basics (5:13)
- Common Retirement Plan Types by Job Setting (17:12)
- Avoidable Common Mistakes (6:48)
- Common Investment Choices Within Various Retirement Plan Types (14:08)
- Alternative Approaches (6:38)
- Changes for 2025 (6:08)
- Closing (0:54)
Content Disclosure: information contained in this course is for educational purposes only and does not constitute financial, investment, tax, or legal advice that is tailored to you the student of this course. You should consult with a qualified professional for any financial, investment, tax, or legal advice before making any decisions. The topics presented may not be applicable or appropriate for everyone and are subject to change based on individual circumstances.
Presenter Information
Curtis Westrich, CFP®
Curtis is a Certified Financial Planner® professional and is the Founder and Lead Financial Planner at Providers Wealth. Prior to starting his own independent financial planning firm, his 14+ years of industry experience comes from his time with two major national financial services firms, and one national accounting firm. Over the course of his career, he has worked with hundreds of individuals and families, and on employer retirement plans, helping with a wide range of financial planning and investing topics. He has experience working with healthcare sector employees, business owners, pre-retirees and retirees. His areas of focus include financial planning, retirement planning, tax planning, and investing.
Instructor Disclosure:
Curtis is the owner of Providers Wealth LLC, for which he receives a salary.
Course Completion Requirements
To earn continuing education credit, you must complete the following:
- Watch all video content from beginning to end (partial credit not available).
- Complete a Program Evaluation.
- Pass a 10 multiple-choice question test (80% or higher) at the end of the course.
Course Navigation Instructions
Welcome to the course! Once enrolled, scroll below the course description. Use the menu on the left to access each module. Complete lessons in order and be sure to mark them as complete before moving forward. The program evaluation and the short course exam will appear at the end. If you have any questions, please reach out through our Contact page.
Our web platform has 2 different login portals, one for the CE Academy and one for Clients. These are completely separate portals. If you leave prior to course completion and wish to return later please be sure to return to the CE Academy Login Portal, not our Client Portal (if you see RightCapital, this is our Client Login, please return to the CE Academy tab).
Policies
For any special accommodation requests, please contact us: CLICK HERE
For technical issues or complaints about the course, please complete this form: CLICK HERE
This course is offered for 0.1 ASHA CEUs (Introductory level, Related area).