Top 5 Ways to Fund Your Retirement ON DEMAND
Available Until
Your Desk
1.0 Credits
Member Price $-1.00
Non-Member Price $59.00
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
None.
Designed For
CPAs and tax practitioners.
Objectives
Understand the latest on regulatory requirements, investment strategies and theories in a changing environment. Learn the top 5 ways to fund your retirement.
Preparation
None.
Notice
None.
Non-Member Price $59.00
Member Price $-1.00