$49.00
$59.00
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Your clients rely on your expertise to mitigate risks and secure their financial futures. This course will keep you updated on recent developments, including the impact of new tax laws on financial planning, tax management, and strategies for long-term care. You will gain insights from esteemed specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will navigate you through the intricacies of the long-term care marketplace. They will emphasize the significance of long-term care planning, outline the financial and non-financial repercussions of inadequate planning, and explore various solutions to uphold your clients’ independence and dignity as they age.
1000001995
Online Self-Study
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
Taxes
Basic
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
None.