First Look Webcast: Retirement Plan Update
Overview
Stay ahead in a constantly evolving retirement landscape with this practical and insightful update designed specifically for CPAs. Whether you advise clients or oversee employee benefit plans, Anne Oestriecher, CPA, CFP, will walk you through key developments impacting retirement planning, including recent legislative changes, contribution limits, and emerging strategies to maximize tax efficiency.
You’ll gain a clear understanding of planning opportunities for individuals and businesses, along with compliance considerations and common pitfalls to avoid. From year-end strategies to forward-looking guidance, this session equips you with actionable insights to better support your clients—and strengthen your role as a trusted advisor.
Purchase this webcast as an individual program, or get the members-only First Look Bundle and save!
2026 First Look Webcast Series
May 27
OBBBA: Fact vs Fiction
Richard Tullier Jr., CPA · Partner
Wegmann Dazet, CPAs · New Orleans, LA
June 24
Time & Stress: Managing the Pressure
Gloria McConnel-Passman · Partner
Success Labs · Baton Rouge, LA
July 29
AI In Action: Real Tools. Real Results.
Dr. Andrew Schwartz · Professor of Information Systems
Louisiana State University · Baton Rouge, LA
August 25
Accounting & Auditing Update: Standards Shifts & What's Next
Kurt Oestriecher, CPA · Partner
Oestriecher & Company, CPAs · Alexandria, LA
September 30
7 Most Underrated Time-Saving Tech Tools Revealed
Les Nettleton · IT Consultant/Speaker
Metairie, LA
October 28
Estate and Succession Planning With a Privately Owned Company
Nene Gianfala, CPA/ABV, ASA-BV/IA · Partner
Vanessa Claiborne, CPA/ABV, ASA · Partner
Chaffe & Associates · New Orleans, LA
November 19
Retirement Plan Update
Anne Oestriecher, CPA, CFP · Partner
Oestriecher Financial Management · Alexandria, LA
December 10
Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major Crises
Ruth King · Profit & Wealth Guru
Duluth, GA
Notice
This event is part of the following bundles:
First Look Webcast Series Bundle
Multiple Events Between -
Up to 8.00 Credits
This members-only, webcast bundle is conveniently scheduled first thing in the morning, to shine light on relevant interest areas. Grab a cup of coffee and get your day off to a productive start with our line-up of experienced professionals who help you rise and shine at what you do. Bundle the First Look Webcast Series and save!Purchase all 8 programs (up to 8 CPE credits) for only $210 until May 27. Simply add the Bundle to your cart and you're set! You'll receive login instructions and materials prior to each program. All programs are 8:30-9:20a qualify for 1 CPE credit. When noted, programs qualify for CLE credit (50 minutes); see individual descriptions for details. *Note: Due to the discounted bundle savings, there will be no refunds or adjustments for cancellations of individual programs in the series. First Look webcasts are also available for individual purchase by members and non-members. Learn more.
Leader(s):
Leader Bios
Anne Oestriecher, Oestriecher Financial Mgmt. Services
Anne Oestriecher's career has spanned public accounting, banking, nonprofits, and financial services. In 2005, Anne started her own practice providing consulting services to small businesses and leading CPE for CPAs across the country. In 2009, she expanded her services to include financial planning for individuals and companies to help them reach their financial goals.
Now based in Alexandria, Anne is a graduate of Loyola University in New Orleans, with a BBA in accounting. In 2009, she was named LCPA's Discussion Leader of the Year.
Non-Member Price $50.00
Member Price $30.00