Advanced Personal Financial Planning Update 25-26

Advanced Personal Financial Planning Update 25-26

Advanced Personal Financial Planning Update 25-26

Overview

New personal financial planning strategies are emerging due to evolving personal goals in rough economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

8.0 CPE Credits

Registration

Registration is open through 06/17.

Member Price

$329

Nonmember Price

$439

Tuesday, June 17

9:30am to 5:30pm (Check-In 9:30am)

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