Principles of Wealth Management ON DEMAND
Available Until
Your Desk
8.0 Credits
Member Price $391.00
Non-Member Price $450.00
Overview
Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness and the ever-increasing cost of higher education. The course details the principal steps in developing a financial plan, the critical issues in managing and protecting wealth, the products and concepts available to implement wealth management objectives and their tax treatment.
Highlights
Financial planning. Critical issues in managing wealth. Annuities to create a distribute wealth. Long-term care insurance to protect wealth. Facilitating wealth transfer. Wealth accumulation and protection. Income tax planning.
Prerequisites
None.
Designed For
CPAs, EAs, CRTPs, and other accounting, finance, and tax professionals.
Objectives
Discuss the evidence indicating the need for comprehensive financial planning. Recognize the steps in developing a client’s financial plan. Describe the critical issues in managing wealth. Identify the principal products and concepts available to Implement and facilitate wealth management objectives. Apply the principles of wealth management to improve the financial situation of clients.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Paul Winn, Western CPE
Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Non-Member Price $450.00
Member Price $391.00