Top 5 Ways to Fund Your Retirement ON DEMAND

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 will help keep you on top of recent developments and the top 5 ways to fund their retirement.

Highlights

Advance directives. 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 and tax professionals.

Objectives

Understand the latest on regulatory requirements, investment strategies and theories in a changing environment. Learn the top 5 ways to fund retirement.

Preparation

None.

Notice

None.