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2011 OSCP Retirement Planning Conference OSCP Professional Development Division PO Box 4555 Beaverton, OR 970764555 Friday, November 18, 2011, Embassy Suites Hotel Portland Airport Portland, Oregon
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How to fill out 2011 OSCPA retirement planning:

01
Gather all relevant financial documents such as bank statements, investment statements, and Social Security information.
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Review your current income and expenses to determine your retirement savings goals.
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Consider consulting with a financial advisor or using online retirement planning tools to help you estimate your future expenses and determine the amount you need to save.
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Determine your risk tolerance and investment preferences. This will help you choose the right retirement savings vehicles such as IRAs or 401(k) plans.
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Fill out the necessary forms provided by the OSCPA retirement planning program. This may include personal information, financial data, and investment choices.
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The OSCPA Retirement Planning Conference is an annual event organized by the Ohio Society of Certified Public Accountants to provide accountants with the latest information and best practices in retirement planning.
Accountants and financial professionals who are members of the Ohio Society of Certified Public Accountants are required to attend and participate in the OSCPA Retirement Planning Conference.
To fill out the OSCPA Retirement Planning Conference, attendees must register for the event, attend the sessions, and complete any required post-event evaluations or surveys.
The purpose of the OSCPA Retirement Planning Conference is to educate accountants and financial professionals on the latest trends and strategies in retirement planning to better serve their clients.
Attendees must report their participation in the conference, including any CPE credits earned, to their respective professional organizations.
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