Creating Trusted Planning Relationships
Available Until
1.00 Credits
Member Price $49
Non-Member Price $59
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, including how the new tax laws impact financial planning, tax management within investments and client communications by c reating Trusted Planning Relationships.
Highlights
? Planning Around New Tax Laws Creating Trusted Planning Relationships
Prerequisites
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Designed For
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
Objectives
Preparation
None.
Non-Member Price $59
Member Price $49