Latest news with #NASBA
Business Insider
15-07-2025
- Business
- Business Insider
Financial Educator Hosts Free Nationwide Webinar Revealing How to Build Generational Wealth Using Life Insurance
Dr. Barbara Walker-Green, a nationally certified financial educator and founder of Advanced Wealth and Retirement Planning Concepts, will host a free nationwide webinar titled: 'How to Build Generational Wealth Using Life Insurance' On Saturday, July 26th at 10:00 am PST, designed to empower individuals and families with the knowledge they need to use life insurance as a powerful financial strategy — not just for protection, but for building lasting wealth. 'Life insurance isn't just about covering funeral costs. It's one of the most underused tools for creating tax-free retirement income and passing on generational wealth,' said Dr. Walker-Green. 'This webinar is about shifting how we think about money — and showing you how to create a legacy, even if you're starting late.' Attendees Will Learn: Why generational wealth disappears in after the second generation in most families — and how to stop the cycle The basics of Indexed Universal Life (IUL) insurance and how it can create tax-free income How to turn the policy into a flexible tool for retirement, family banking, and estate planning What the wealthy know about life insurance that most working families don't How average families can create generational wealth using the strategies discussed Exclusive Resources for Webinar Participants Participants will receive access to a bundle of resources designed to support their financial education and legacy planning: All Attendees Receive: Free access to financial education tools and post-event resources, including: Featured Resources Available to Attendees: Smart with Money — an engaging, online money course for families and children (offered at a special attendee rate) Digital Will Organizer — a secure digital vault to help attendees plan and store critical documents and beneficiary information Bonus Video: 'How to Use Life Insurance to Protect Your Assets from the Nursing Home' Access to ILLIA — a powerful digital tool that helps users identify, customize, and compare life insurance strategies designed to build generational wealth through financial leverage. Invitation for a Personal Strategy Session with Dr. Walker-Green to build a customized generational wealth plan Reserving Free Seat Now: Webinar Registration Link This is a live, virtual event. Space is limited, and early registration is encouraged. About Dr. Barbara Walker-Green Dr. Barbara Walker-Green is a certified financial educator through the National Association of State Boards of Accountancy (NASBA). With over two decades of experience, she specializes in guiding families, professionals, and pre-retirees through powerful strategies that combine life insurance with long-term financial planning. She is the founder of Advanced Wealth and Retirement Planning Concepts and Shero Nation, a financial empowerment movement focused on building wealth in underserved communities and closing the legacy gap.
Yahoo
05-03-2025
- Business
- Yahoo
AICPA and NASBA seek feedback on new CPA pathway
The American Institute of CPAs (AICPA) and the National Association of State Boards of Accountancy (NASBA) are requesting feedback over the next 60 days on proposed changes to the model law that would provide an additional pathway to CPA licensure. This proposed amendment to the Uniform Accountancy Act (UAA) aims to introduce a third route for CPA candidates. This includes earning a baccalaureate degree with an accounting concentration, completing two years of professional experience, and passing the Uniform CPA Examination. The proposal is designed to facilitate an 'individual-based' mobility model, permitting CPAs to practice across states with a single licence. It also includes safe harbour provisions to protect the practice rights of CPAs who meet current licensure requirements. The proposed changes are a response to feedback from a 2024 exposure draft and are part of efforts by state CPA societies and boards of accountancy to enhance flexibility for licensure candidates while upholding the CPA licence's integrity. Comments on the proposed changes are required to be submitted by 3 May 2025. The feedback form is available for stakeholders to express their views, and all comments will be published after the 60-day exposure period. The UAA serves as a national template for state legislatures and accountancy boards, offering a framework that can be wholly or partially adopted to address the unique licensure requirements of each jurisdiction. The current licensure pathways will remain in place alongside the new proposal. Earlier in March 2025, the AICPA called for the suspension and removal of new Internal Revenue Service regulations, which they consider burdensome, as they pertain to routine partnership transactions and establish a low threshold for reporting. "AICPA and NASBA seek feedback on new CPA pathway " was originally created and published by The Accountant, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
