On-Demand
Top 5 Ways to Fund Your Retirement: Thoughts on Living Your Best Life Now 2024-25
CPE: 1
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.
Product Code
1000003447
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Will Your Advance Directive Protect You Both Personally and Financially?Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages
Faculty
Amanda Keith