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Simplifying Retirement Planning for Small Firm Architects

AIA CES program ID: GMG.0035

Approved LUs: 1 LU|Elective

Prerequisites: None

Program level: Entry

Advance learner preparation: None

Think retirement planning is just for big firms? Think again.

Architects running small practices often overlook one of the most powerful tools for long-term growth: a well-structured retirement plan. In this AIA-approved continuing education course, financial strategist Courtenay Shipley demystifies retirement planning, breaks down account options, and reveals how to turn your benefits offering into a competitive advantage.

Program Description

This continuing education course features Courtenay Shipley, founder of Retirement Planology, as she explains the critical role retirement planning plays in small architecture firms. With clarity and real-world insight, she covers plan types like IRAs, SIMPLE IRAs, SEP IRAs, and 401(k)s—highlighting how each can be tailored to support firm goals, attract top talent, and build financial independence.

Whether you’re a solo practitioner, small firm owner, or operations lead, this course shows how to create retirement plans that are not only compliant, but compelling. Courtenay shares strategic tips on integrating retirement planning into your broader business model and explains how working with experts can save time and maximize results.

Learning Objectives:

After completing this course, participants will be able to:

1. Identify the types of retirement plans available to small businesses, such as SIMPLE IRAs, SEP IRAs, and 401(k)s.
2. Evaluate how retirement plans can be used as tools for talent attraction and retention in small architecture firms.
3. Develop strategies for integrating financial independence and retirement planning into overall business operations.
4. Collaborate with subject matter experts to design and manage retirement plans effectively.

Who Should Take This Course:

Designed for architecture firm owners, principals, financial managers, and decision-makers who:

• Lead small or boutique practices and want to increase retention and competitiveness
• Feel overwhelmed by retirement plan jargon and want clear, actionable guidance
• Are planning for succession, financial independence, or firm sustainability
• Want to offer benefits without taking focus away from design and project delivery

Why It Matters:

• Earn AIA CE credit while building a smarter business strategy
• Discover how the right retirement plan can boost profits and peace of mind
• Gain confidence in selecting, managing, and presenting benefits to your team

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AIA CES Provider statement

Gābl Media is a registered provider of AIA-approved continuing education under Provider Number 10024977. All registered AIA CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider or this learning program may be sent to AIA CES ([email protected] or (800) AIA 3837, Option 3).

This learning program is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.