Top Ways to Fund Your Retirement
Available Until
1.00 Credits
Member Price $49
Non-Member Price $59
Overview
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments and the top 5 ways to fund your retirement.
Highlights
Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages
Prerequisites
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Designed For
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
Objectives
Preparation
None.
Non-Member Price $59
Member Price $49